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Team

Angel Oak Dedicated Professionals

Our team members

Michael Fierman

Managing Partner, Co-CEO

Sreeni Prabhu

Managing Partner, Co-CEO & Group Chief Investment Officer

Timothy Saunders

Group Chief Legal Officer and General Counsel

Manmohan Singh

Group Chief Financial Officer and Head of Corporate Development

Namit Sinha

Chief Investment Officer

Clayton Triick, CFA®

Head of Portfolio Management, Public Strategies

Ward Bortz

ETF Portfolio Manager and Head of Distribution for U.S. Wealth

Sumit Sasidharan

Managing Director, Head of Commercial Real Estate

Nichole Hammond, CFA®

Senior Portfolio Manager

Matthew Kennedy, CFA®

Senior Portfolio Manager

Berkin Kologlu

Senior Portfolio Manager

Kin Lee

Senior Portfolio Manager

Johannes Palsson

Senior Portfolio Manager

Cheryl Pate, CFA®

Senior Portfolio Manager

Siddarth Ramkumar

Portfolio Manager

Kevin Parks

Portfolio Manager

Ricky Schwartz

Portfolio Manager

John Kohler

Managing Director

Phil Hong, CFA®

Managing Director, Private Strategies

Dan Huang

Capital Markets Managing Director

Mark Lively

Chief Residential Mortgage Credit and Underwriting Risk Officer

Brynn Stensrud

Director of Whole Loans Operations

Sam Tyler

Senior Operations and Treasury Analyst, Private Strategies

Kristin Crump

Operations and Treasury Analyst, Private Strategies

Heath Carpenter

Senior Vice President, Servicing

Dishant Patel

Senior Portfolio Analyst

Yonatan Suponitsky

Senior Portfolio Analyst

A.J. Pereira

Portfolio Analyst

Aman Shishodia

Portfolio Analyst

Santiago Urrutia

Portfolio Analyst

Penelope Young

Portfolio Analyst

David Wells

Chief Portfolio Strategist
Managing Director

Northeast Region

Abhi Kane, CAIA

Managing Director, Alternative Investment Strategist

Andrew Rose

Senior Vice President, Senior Strategist

Robert McDonough

Director, Senior Strategist

David Gordon

Chief Legal Officer, Private Strategies

Jeanine Joseph

Associate Counsel

Chase Eldredge

Chief Compliance Officer

Beth Hunger

Compliance Officer and Client Relationship Manager

Eric Sade

Director of Accounting

Amadou Mondesir

Senior Fund Accountant

Adam Langley

Chief Operating Officer

Erin Rogers

Head of Operations, Public Strategies

Vinit Patel

Senior Operations Analyst

Michael Colombo, CFA®

Chief Risk Officer

David Weck

Quantitative Risk Analyst

Randy Chrisman

Chief Marketing & Corporate Investor Relations Officer

Taylor Brannigan

Marketing Manager

Katie McClanahan

Senior Digital Marketing Analyst

Robert Allen, CFA®

Lead Salesforce Administrator

Desirée La Roche

Head of Human Resources

James Beckton

Payroll Manager

Laura Carswell

Benefits and Audit Manager

Liza Millican

Administrative Support Partner

Fred Bruno

Head of Information Technology

Manish Valecha, CFA®

Head of Client Solutions

Adam Beeler

Head of Institutional Sales

Bernard Dzata, CAIA, CIMA®

Managing Director, Institutional Business Development

Daniel Gentry

Senior Vice President, Bank Strategies

Jordan Peck

Associate Vice President, Institutional Client Group

Frank Ros, CAIA

Managing Director, Divisional Head of Sales – East

Ryan Siamas

Managing Director, Divisional Head of Sales – West

Randy Faust, CFA®

Managing Director, National Accounts

Nick Lenar

Senior Vice President, Institutional/RIA Client Advisor

Jared Nelms, CAIA

Senior Vice President, Institutional/RIA Client Advisor

Christopher Dionisopoulos

Senior Vice President
Mid-Atlantic Region

Bill Serda, CIMA®

Senior Vice President

Southern Region

Sam Conn

Associate Vice President

Southern Region

Shawn Dolak

Associate Vice President, Internal Institutional/RIA Client Advisor

Evan Duncan

Associate Vice President
West Region

Bernie Herbkersman

Associate Vice President
Mid-Atlantic Region

Alfred Lee

Associate Vice President

Northeast Region and
Head of Internal Sales

Brad Leventhal

Associate Vice President

Southeast Region

Collier Pecht

Associate Vice President

Central Region

Jacob Ardila

Business Development Associate

You are now leaving the Angel Oak Capital and Angel Oak Funds website.

 

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.

 

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 (High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, UltraShort 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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