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Sam Dunlap


Sam Dunlap in Pensions & Investments: Angel Oak Capital exec predi...

Despite a potential short-lived recession on the horizon, the fixed-income market presents attractive opportunities for investors. In this market outlook piece, CIO of Public Strategies, Sam Dunlap, provides key insights for institutional investors.

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Sam Dunlap in WSJ: Money managers are urging clients to buy bonds while...

CIO Sam Dunlap spoke to the Wall Street Journal about opportunities for investors to boost fixed-income holdings in a traditional portfolio.

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Sam Dunlap on Yahoo Finance: Markets ‘were not expecting the Powell piv...

Sam Dunlap discusses the latest on the Fed, inflation and his expectations on the market as investors grapple with increasing uncertainty.

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Sam Dunlap on Cheddar TV: Fed Not Expected To Do Anything About Inflation

Watch Sam Dunlap discuss his latest outlook on housing opportunities, inflation and economic indicators. 

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Sam Dunlap on TD Ameritrade: Outlook for the Housing Market

Watch Sam Dunlap discuss housing fundamentals, the Fed, and the value he sees in shorter-duration, non-agency RMBS.

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Sam Dunlap on Fox Business: New Housing Construction Falls Short

CIO of Public Strategies Sam Dunlap discusses what the U.S. housing shortage potentially means for investors and the economy going forward.

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Multi-Strategy Income Fund Video

Chief Investment Officer of Public Strategies, Sam Dunlap, discusses the Fund’s key features and explains how the Fund seeks to provide investors unique opportunities to earn high current income by investing in structured credit.

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2020 Mid-Year Outlook Video

Watch Angel Oak’s portfolio management team discuss the first half of 2020 and share their expectations for structured and corporate credit performance during the remainder of the year.

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Sam Dunlap joins Bloomberg Real Yield

Watch Sam Dunlap discuss the team’s approach towards the U.S. fixed income market as low global bond rates continue.

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Sam Dunlap on Yahoo Finance: Job Growth Soars with 266K Added in November

Watch Sam Dunlap on Yahoo Finance: Job Growth Soars with 266K Added in November.

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Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

Financials Income Impact Fund Prospectus

High Yield Opportunities ETF Prospectus 

Income ETF Prospectus

Mortgage-Backed Securities ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (Financials Income Impact Fund Performance, High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund PerformanceStrategic Credit Fund PerformanceUltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

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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