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Angel Oak Multi-strategy Income Fund A Shares (ANGLX)
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14/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 174.25M
Angel Oak Multi-Strategy Income A
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- Overview
- Profile
- Historical Data
- Holdings
ANGLX Overview
On this page you'll find an in-depth profile of Angel Oak Multi-strategy Income Fund A Shares. Learn about the key management, total assets, investment strategy and contact information of ANGLX among other information.
Investment Strategy
The investment seeks current income. The fund invests primarily in mortgage-backed and other asset-backed fixed income securities, including securities backed by assets such as credit card receivables, student loans, automobile loans and residential and commercial real estate. The fund may invest, without limitation, in corporate debt securities of any quality and maturity, including junk bonds, 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 |
|---|---|---|---|
| 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 UltraShort Income Fund, the Multi-Strategy Income Fund and the Multi-Strategy Income UCITS Fund. He is a Portfolio Manager within the non-agency and agency residential mortgage-backed securities markets and focuses on cross asset fund allocation and interest rate risk management of Angel Oak’s funds and institutional separately managed accounts. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak in 2011, 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. | ||
| Colin McBurnette | Portfolio Manager | 2017 | Now |
| Biography | Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund, the UltraShort Income Fund, the Strategic Credit Fund, and the Strategic Mortgage Income Fund. He also focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market. Colin joined Angel Oak in 2012, and 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 Prodigus Capital Management 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. | ||
| Kin Lee | - | 2016 | Now |
| Biography | Kin is a Managing Director and Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund. 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. | ||
| Sam Dunlap | Managing Director, Chief Investment Officer - Public Strategies | 2015 | Now |
| Biography | Mr. Sam Dunlap serves as Managing Director and Senior Portfolio Manager at Angel Oak Capital Advisors. He is also responsible for managing the separately managed accounts for Angel Oak clients, primarily depository institutions, and focuses on building and managing strategies within the residential mortgage-backed securities market. Sam joined Angel Oak in 2009. He serves as a voting member of the firm's public funds Investment Committee and is a board member of the Angel Oak Funds Trust. He has also been featured as a television guest on CNBC, Fox Business, and Bloomberg. Sam 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 was with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam was at Wachovia in Charlotte, NC supporting the agency mortgage pass-through trading desk. | ||
| Sreeniwas (Sreeni) V. Prabhu | Managing Partner | 2015 | Now |
| Biography | Sreeni is a co-founder, Managing Partner and Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. 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 Managing Director and Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for three of the firm’s mutual funds, the Multi-Strategy Income Fund, High Yield Opportunities Fund, and the Strategic Credit Fund, as well as one of the firm’s private funds. He has over 15 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 Bank of America, 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. | ||
| 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 | - | 2016 | 2017 |
| Biography | Johannes 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. Johannes’ primary focus is on investment research and management of community and regional bank debt across the firm’s strategies. Prior to joining Angel Oak in 2011, 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. | ||
| Ashish Negandhi | Senior Portfolio Manager | 2011 | 2017 |
| Biography | Ashish is a Senior Portfolio Manager at Angel Oak Capital and focuses on building and managing structured investment strategies within the asset backed securities market. Prior to Angel Oak, Ashish worked within the investment grade corporate bond and collateralized loan obligation fixed income markets, managing a portfolio up to $2 billion in assets at Washington Mutual Bank. Ashish guided investments based on risk analysis and exposure valuations, including monitoring credit default and interest rate risk. Ashish holds a B.S. degree in Computer Science from Georgia College and State University and an M.B.A. from Foster School of Business at the University of Washington. | ||
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