Angel Oak Capital Advisors

Experienced investment team with an estimated $25.1 billion in AUM as of 3/31/26. Follow us for news & insights. See website for important disclosures.

[Angel Oak Capital Advisors @AngelOakCap]

Life insurers hold more than $150B in residential mortgage loans as allocations rise. Updated NAIC guidance is expanding access to capital-efficient structures, including a 0.68% risk-based capital factor.

Our latest piece outlines how to approach implementation.

Read more → 🔗 https://t.co/EVWygC751l

[Angel Oak Capital Advisors @AngelOakCap]

The latest payrolls data reinforces economic resilience—but raises a bigger question: how long can it last?

With rates repricing, yields climbing, and underlying pressures building, the second half of 2026 is shaping up to be far more complex.

🎧 Tune in to the June Macro Blitz podcast for more: https://t.co/6kvRgklVB3

[Angel Oak Capital Advisors @AngelOakCap]

We’re pleased to share that Manish Valecha, CFA, Head of Capital Solutions, will join the Best Ideas Panel at next week’s 5th Insurance Investment Executives’ Annual Meeting, presented by https://t.co/RupAGCXpJu.

He’ll present his views on non-QM strategies—highlighting our leadership in residential credit and commitment to expanding access to financing for underserved borrowers.

[Angel Oak Capital Advisors @AngelOakCap]

Business-purpose lending is entering a new phase defined by policy expansion, evolving risk dynamics, and a renewed focus on disciplined underwriting.

Angel Oak looks forward to contributing to the conversation at the Residential Mortgage Securitization Forum. #IMNMortgageSec

[Angel Oak Capital Advisors @AngelOakCap]

What’s setting CARY apart in today’s fixed income market?

Momentum is building—as of 4/30/26, CARY AUM is up 300% over the past 12 months, reflecting demand for more flexible income strategies.

In this replay, we cover:
• The role of income-focused investing
• Why securitized credit remains a key allocation
• How the portfolio adapts as markets evolve

Built for flexibility—not static exposure.

🎥 Watch here: https://t.co/4Uzwptk18D

[Angel Oak Capital Advisors @AngelOakCap]

As traditional lenders retrench, high-quality borrowers are increasingly overlooked.

Together, Angel Oak and @Brookfield are bringing specialized expertise and scaled capital to this growing market gap.

Watch how we’re turning disruption into opportunity: https://t.co/z1tGYjj7ic

[Angel Oak Capital Advisors @AngelOakCap]

Fixed income isn’t set-it-and-forget-it anymore.

See how advisors are using $CARY to take a more active approach to income.

📅 May 21 | 11:00 AM ET
🔗 Register now: https://t.co/eMENM2mIF1

[Angel Oak Capital Advisors @AngelOakCap]

Our Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined @SchwabNetwork live from the NYSE to share where he’s seeing emerging opportunities in today’s credit environment.

🎥 Watch the full interview: https://t.co/XtJKyJ6jH5

[Angel Oak Capital Advisors @AngelOakCap]

Our Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined @NYSE TV live in studio to discuss how improving sentiment, resilient fundamentals, and disinflationary trends could support equities—while also creating compelling opportunities in fixed income, particularly mortgage credit.

Watch here: https://t.co/dvk0uT2nlT

[Angel Oak Capital Advisors @AngelOakCap]

Volatility, credit selection, and income positioning were front and center in the latest Angel Oak Funds Quarterly Update.

Frank Ros, CAIA, and Clayton Triick, CFA, discuss market conditions, portfolio positioning, and where they’re seeing opportunities across public credit strategies.

🎥 Watch the webinar replay: https://t.co/3liRNfFs1c

[Angel Oak Capital Advisors @AngelOakCap]

Where can investors find opportunity in today’s market?

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined @BloombergRadio to discuss why securitized credit is offering stronger return potential than corporates, and to share his latest outlook on housing.

Watch the full clip: https://t.co/XJe2cz6Ryf

[Angel Oak Capital Advisors @AngelOakCap]

Regional banks remain in focus. On @BloombergTV, Senior Portfolio Manager Cheryl Pate, CFA, explains how resilient credit fundamentals and disciplined capital deployment continue to support a compelling outlook, even in a potentially higher-for-longer interest rate environment.

Watch here: https://t.co/sD0B9e52EB

[Angel Oak Capital Advisors @AngelOakCap]

First-quarter commentaries, including fund- and sector-specific performance, are now available for the Angel Oak Mutual Funds and ETFs: https://t.co/XghScsZRoU

[Angel Oak Capital Advisors @AngelOakCap]

Tune in today at 9:30 a.m. ET as Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, at Angel Oak, joins @NYSE TV live.

He’ll share insights on the Federal Reserve outlook, geopolitics, housing trends, and the path of inflation.

🎥Watch live: https://t.co/wl2LXZ5hbB

[Angel Oak Capital Advisors @AngelOakCap]

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joins @SchwabNetwork live from the NYSE tomorrow at 9:10 a.m. ET to share where he’s finding opportunities in fixed income—and to preview what to watch ahead of next week’s Federal Reserve meeting.

Watch here: https://t.co/VQtDMHwdyq

[Angel Oak Capital Advisors @AngelOakCap]

Tune in to @BloombergRadio today at 9:25 a.m. ET as Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joins to discuss the macroeconomic landscape and potential market opportunities.

🎧 Listen live: https://t.co/7eJTSbK9eE
▶️ Watch on YouTube: https://t.co/ZIwdHwQ9uO

[Angel Oak Capital Advisors @AngelOakCap]

First-quarter fact sheets for the Angel Oak Mutual Funds and ETFs are now available to download: https://t.co/37L6uWfeIO

[Angel Oak Capital Advisors @AngelOakCap]

As Q1 bank earnings roll in, our Senior Portfolio Manager Cheryl Pate, CFA, joins @BloombergTV today at 12:10 p.m. ET to break down the latest results from U.S. Bancorp, Citizens, KeyCorp, and more.

Watch live: https://t.co/T4lWUCRDeT