We believe 2024 is setting up to be a historic opportunity to increase fixed-income allocations. In our latest piece, Head of Portfolio Management, Public Strategies Clayton Triick, CFA and ETF Portfolio Manager and Head of Distribution for U.S. Wealth Ward Bortz explain the potential opportunity to add mortgage-backed securities at some of the most compelling spreads and yields seen in decades. Learn more: https://lnkd.in/gjKPZYyN
Angel Oak Capital Advisors, LLC
Investment Management
Atlanta, Georgia 4,704 followers
Forging New Paths in Fixed Income
About us
Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation. Its experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities and other areas of structured credit. As of 6/30/24, Angel Oak Capital had $17.6 billion in assets under management (AUM) through a combination of mutual funds, ETFs, private funds and separately managed accounts. AUM represents the sum of assets managed or serviced, and committed but uncalled capital. Excludes assets invested in affiliated Funds. https://angeloakcapital.com/social/
- Website
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https://angeloakcapital.com/
External link for Angel Oak Capital Advisors, LLC
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 2008
Locations
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Primary
3344 Peachtree Rd NE
Suite 1725
Atlanta, Georgia 30326, US
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1370 Avenue of the Americas
Suite 2800
New York, NY 10019, US
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1300 114th Ave SE
Suite 230
Bellevue, Washington 98004, US
Employees at Angel Oak Capital Advisors, LLC
Updates
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Seeking income? Residential mortgage credit in the U.S. continues to look attractive in our view, especially on the precipice of the much-anticipated September Federal Reserve meeting. “Compared to corporate bonds, in particular, both agency and non-agency mortgage credit continue to offer attractive yields,” says Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA. In a conversation with GlobalCapital, Clayton lays out the opportunity he sees within the securitized mortgage credit space and how investors can potentially tap into it via our mutual funds and ETFs.
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While the general assumption is that homeowners are locked into their mortgages for the next few decades, Clayton Triick, CFA, explains Angel Oak’s belief that housing velocity will pick up from current low levels. Don’t miss the replay of Clayton’s full conversation with Frank Ros, CAIA: https://lnkd.in/eJZ3Cxwg
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U.S. life insurance companies have more than doubled their residential mortgage loan (RML) holdings over the past four years. In its latest piece, Angel Oak’s Institutional Client Group explains the increased demand for RMLs and provides a market update on non-qualified mortgages. Learn more here: https://lnkd.in/e_vuzGE8
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In this clip, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, discusses the importance of active management in the current housing market. Watch Clayton and Frank Ros, CAIA’s full discussion from our July webinar here: https://lnkd.in/eJZ3Cxwg
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Join us on August 26th for our live webinar about the U.S. consumer—a critical driver of economic growth—led by Angel Oak’s Clayton Triick, CFA, and Frank Ros, CAIA. Key topics will include renters vs. owners, consumer spending outlook and debt levels, and pockets of lower-end borrower stress. Register here: https://lnkd.in/ea6ivaS9
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Angel Oak is pleased to be recognized as No. 5 in the Atlanta Business Chronicle’s 2024 list of Atlanta’s 25 Largest Money Managers. https://lnkd.in/e5PvpscH
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Angel Oak’s fourth annual Corporate Social Responsibility Report is now available and focuses on Angel Oak’s ESG integration program across our investment strategies along with our community engagement in 2023. Angel Oak’s Corporate Social Responsibility efforts are motivated by the belief that doing what’s right for our clients, associates, the environment, and the communities we serve helps us to deliver the highest level of service. Read the full report here: https://lnkd.in/ey_APFEA
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Commenting on recent market volatility, our Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, spoke to BBC News’ “Business Today” last Wednesday. “The markets got an extreme, classic risk-off: equities lower, treasury yields in the United States rallied very significantly, and the volatility measures like VIX spiking. And so, if you look through the data, things actually look a lot more positive for the U.S. economy, and with this move, you've repriced the expectations for the Fed to be cutting potentially 50 basis points in September.”
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As Clayton Triick, CFA, outlines in this clip, the global financial crisis had a profound, lasting effect on the U.S. mortgage market. Watch Clayton and Frank Ros, CAIA’s comprehensive discussion about the U.S. housing market here: https://lnkd.in/eMeY8Pnc