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Cheryl Pate


Cheryl Pate on CNBC: We expect more market downside and volatility amid...

Senior Portfolio Manager Cheryl Pate joined CNBC to discuss her views on the U.S. economy and market ahead of the release of the September jobs report and Q3 bank earnings.

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Cheryl Pate on CNBC: We’re seeing a lot of value in short-duration, lo...

Cheryl Pate discusses her market takeaways as earnings season kicks off on the heels of the release of June’s CPI report.

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Cheryl Pate on CNBC: We might be nearing the peak here in inflation

Cheryl Pate shares her outlook on consumer prices for the rest of 2022 and where there could be opportunities in the equity market.

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Cheryl Pate on CNBC: Banks and diversified financials outperform in ris...

Cheryl Pate explains the key factors influencing our outlook on inflation and why investors should consider opportunities in the financial sector in a rising rate environment.

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Cheryl Pate on CNBC: Growth is the name of the day in stocks

Cheryl Pate discusses where she sees opportunities for investors as markets continue to digest the latest FOMC meeting.

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Angel Oak’s Cheryl Pate Believes Financials Will Outperform

Cheryl Pate weighs in on the latest market moves and shares her latest investment ideas in light of today’s CPI data.

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Cheryl Pate on BNN Bloomberg: More Cautious on Longer Duration Equities

Cheryl Pate discusses the current market and where she’s seeing value, even as concerns over the Delta variant remain and Fed uncertainty lingers.

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Cheryl Pate on BNN Bloomberg

Cheryl Pate shared where she’s finding consumer and mortgage credit focused investment opportunities and how macroeconomic trends are driving her outlook.  

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Cheryl Pate on TD Ameritrade: Analyzing Regional Bank Stocks

Cheryl Pate shares her outlook for regional banks and the financial sector in the second half of the year.

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Cheryl Pate on TD Ameritrade: Areas of Inflation and Fed Tapering

Cheryl Pate shares her outlook on tapering from the Federal Reserve and how interest rates may pose opportunities among the banking sector.

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Financials Income Impact Fund Prospectus

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Income ETF Prospectus

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Strategic Credit Fund Prospectus

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UltraShort Income Fund Prospectus

 

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Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Investing involves risk. Principal loss is possible. Some Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio, may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. A non-diversified fund may be more susceptible to being adversely affected by a single corporate, economic, political, or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs, and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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