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Angel Oak Multi-strategy Income Fund Institutional Shares (ANGIX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.63B
Angel Oak Multi-Strategy Income Instl
8.61
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- Overview
- Profile
- Historical Data
- Holdings
ANGIX Overview
On this page you'll find an in-depth profile of Angel Oak Multi-strategy Income Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of ANGIX among other information.
Investment Strategy
The investment seeks current income. The fund invests primarily in agency and non-agency residential mortgage-backed securities (“RMBS”), commercial mortgage-backed securities (“CMBS”), collateralized loan obligations (“CLOs”), collateralized debt obligations (“CDOs”), collateralized mortgage obligations (“CMOs”), collateralized bond obligations (“CBOs”), asset-backed securities (“ABS”). The fund may invest, without limitation, in securities of any maturity and duration. The fund may invest in high-yield securities and securities that are not rated by any rating agencies.
Contact Information
Address
One Buckhead Plaza, 3060 Peachtree Rd. NW, Suite 500
Atlanta,GA 30305
United States
Atlanta,GA 30305
United States
Phone
+1 404 9534900
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Namit Sinha | Managing Director, Chief Investment Officer – Private Strategies | 2024 | Now |
| Biography | Namit is a Managing Director and Chief Investment Officer of the private strategies at Angel Oak Capital and focuses on managing non-qualified mortgage and commercial investment strategies. He also focuses on opportunities in other areas such as prime jumbo mortgages, reperforming loan strategies and mortgage servicing rights. Namit has over 15 years of experience in fixed income products including structured credit. Prior to Angel Oak, Namit spent four years as Senior Vice President at Canyon Capital and established the residential loan trading business in addition to covering its structured products operations. Prior to joining Canyon, Namit worked at Nomura as Executive Director of Mortgage Trading and was involved in the acquisition and financing of non-performing loans, reperforming loans, non-qualified mortgages and Prime Jumbo loans. Prior to that, Namit worked at both Lehman Brothers and Barclays as a non-agency whole loan trader. Namit holds an M.S. from Rutgers University, and a Bachelor of Technology degree from the Indian Institute of Technology Bombay in Mumbai, India. | ||
| Clayton Triick | Portfolio Manager | 2019 | Now |
| Biography | Clayton is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, UltraShort Income Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Clayton is head of the asset-backed securities strategy team and focuses on interest rate risk management across Angel Oak’s mutual funds, ETFs, and separately managed accounts. He is a voting member of the firm’s public funds Investment Committee and is the Lead Portfolio Manager for the UltraShort Income Fund and the UltraShort Income ETF. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak, he worked for YieldQuest Advisors, where he was a member of the investment committee focusing on the interest rate risk, currency risk, and commodity exposures of the portfolios alongside directly managing the closed-end fund allocations within the portfolios and individual accounts. Clayton holds a B.B.A. degree in Finance from the Farmer School of Business at Miami University in Oxford, Ohio and holds the Chartered Financial Analyst (CFA®) designation. | ||
| Kin Lee | - | 2016 | Now |
| Biography | Kin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund, the Income ETF, the UltraShort Income ETF, and one of the firm’s private funds. He focuses on building and managing strategies within the commercial mortgage-backed securities (CMBS) market and commercial real-estate related investment activities. Kin began his career in 1993 and most recently served as Executive Director at Nomura Securities International. Previously, he was Head of CMBS Trading for both Mizuho Securities and RBS Greenwich Capital. Kin also worked in CMBS trading with Credit Suisse and Donaldson, Lufkin, & Jenrette. Kin holds a B.S. degree in Industrial Management and Economics from Carnegie Mellon University. | ||
| Sreeniwas (Sreeni) V. Prabhu | Managing Partner | 2015 | Now |
| Biography | Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. He is also the Chief Executive Officer and President at Angel Oak Mortgage, Inc. (NYSE: AOMR). Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle where he managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni previously worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies. Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University. | ||
| Berkin Kologlu | Managing Director | 2013 | Now |
| Biography | Berkin is a Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for three of the firm’s mutual funds—the High Yield Opportunities Fund, the Multi-Strategy Income Fund, and the Strategic Credit Fund—the Multi-Strategy Income UCITS Fund, and one of the firm’s private funds. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. He has over two decades years of experience in fixed income products and focuses on building and managing strategies within the collateralized loan obligation (CLO) market. Prior to Angel Oak, Berkin spent six years as an executive director at UBS, covering structured products and client solutions. Prior to UBS, Berkin worked at Bank of America where he focused on the structuring and marketing of CLOs and synthetic collateralized debt obligations backed by corporate credit. Before that, Berkin worked in Turkey as a commercial banker, where he was responsible for lending to large cap corporations. Berkin holds a B.S. degree in Civil Engineering from Bogazici University in Istanbul, Turkey, and an M.B.A. from Duke University’s Fuqua School of Business. | ||
| Colin McBurnette | Portfolio Manager | 2017 | 2024 |
| Biography | Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, the UltraShort Income Fund, the Multi-Strategy Income UCITS Fund, and the Strategic Mortgage Income Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Colin focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market. Colin serves as a voting member of the firm’s public funds Investment Committee. He is also a speaker on many of the firm’s quarterly calls for both its private and public funds. Prior to Angel Oak, Colin worked for an Atlanta-based boutique investment firm where he was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines. Colin holds B.B.A. degrees in Banking & Finance and Real Estate from the Terry College of Business at the University of Georgia. | ||
| Sam Dunlap | Managing Director, Chief Investment Officer - Public Strategies | 2015 | 2024 |
| Biography | Sam is a Managing Director and Chief Investment Officer of the public strategies at Angel Oak Capital Advisors. He serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF, and he manages some of the separately managed accounts for the Advisor’s clients. Sam serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on Bloomberg, CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Barron’s. Sam joined Angel Oak in 2009 but began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC, supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia. | ||
| Brad A. Friedlander | Managing Partner | 2011 | 2019 |
| Biography | Brad is a Managing Partner, co-founder and Head Portfolio Manager of Angel Oak Capital’s Multi-Strategy Income Fund and Financials Income Fund. Since 1999, Brad has been involved in the capital markets and asset management across the fixed income product spectrum. Prior to Angel Oak, Brad spent five years as a portfolio manager with Washington Mutual Bank in Seattle where he managed over $8 billion in residential mortgage-backed securities, asset-backed securities, and U.S. Government and Agency portfolios. His previous experience includes four years on the trading desks at J.P. Morgan in New York. Fund Industry Intelligence named Brad one of the 2013 Rising Stars of Mutual Funds. He was featured in Barron’s and has been quoted in The Wall Street Journal, Bloomberg and Reuters. Brad has also appeared numerous times as a television guest on CNBC and Fox Business. He has also been a visiting Lecturer at Emory University’s Goizueta Business School. Brad holds a B.S. degree in Economics from the University of Rochester. | ||
| Navid Abghari | - | 2016 | 2017 |
| Biography | Navid is a Senior Portfolio Manager at Angel Oak Capital and a Portfolio Manager for the Financials Income Fund, Financial Strategies Income Term Trust and the Dynamic Financial Strategies Income Term Trust. He has over 10 years of experience in fixed income markets, focusing on corporate credit trading, risk management, credit derivatives and structured products. Prior to joining Angel Oak in 2015, Navid was an Executive Director at J.P. Morgan Securities in New York, where he was head of Americas synthetic collateralized debt obligation (CDO) trading. He oversaw the modeling and risk systems for the global tranche business, directed the U.S. hedging activities of the global tranche book, was market maker for synthetic CDOs and master asset vehicle notes (Canadian asset-backed commercial paper), and ran the U.S. index basis book. In his time at J.P. Morgan, Navid was responsible for some of the most complex credit transactions, which included large credit portfolio buyouts, regulatory capital trades, counterparty risk-hedging trades, levered tranches, options on tranches, hybrid cash and synthetic CDOs, derivative product company equity, synthetic portfolio insurance, constant proportion debt obligations, CDO-squared and forward-starting tranches, fixed recovery tranches, knock-ins/knock-outs and several other complex transactions. Navid holds B.B.A. degrees in both Finance and Economics from the University of Georgia, graduating summa cum laude with Highest Honors. | ||
| Johannes Palsson | Senior Portfolio Manager | 2016 | 2017 |
| Biography | Johannes is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He is a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. With nearly three decades of investment experience, Johannes heads the firm’s financials platform with a primary focus on investment research and management across the firm’s financial sector-focused strategies. Prior to joining Angel Oak, Johannes served as Chief Financial Officer for The Brand Banking Company, where he managed the overall finance function. He began his career at SunTrust Robinson Humphrey in 1996, where the scope of his responsibilities included interest rate risk modeling and investment strategies. Johannes holds a B.S. degree in Finance from Georgia State University and an M.B.A. from Emory University’s Goizueta Business School. | ||
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