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Insight2016-08-01T14:51:33-04:00

Angel Oak’s Pate: Community banking sector is better prepared than most for pandemic

April 3rd, 2020|Comments Off on Angel Oak’s Pate: Community banking sector is better prepared than most for pandemic

Cheryl Pate, portfolio manager for Angel Oak Capital, says that the community banking sector is better positioned than most to ride out current market conditions, noting that it has better fundamentals, capital ratios, liquidity and credit quality compared to the last bull market in 2008...

MatisseCap’s Boughton: Discounts are at record levels, buys are everywhere

March 31st, 2020|Comments Off on MatisseCap’s Boughton: Discounts are at record levels, buys are everywhere

In this bonus edition of The NAVigator, Eric Boughton, portfolio manager at Matisse Capital discusses how the current market turmoil has pushed discounts to levels even greater than seen in the financial crisis of 2008, and while he expects some dividend cuts...

9Jan, 2024

AICA Member Profile: Angel Oak Capital Advisors

By |January 9th, 2024|Articles, Member Spotlight|

Angel Oak Capital Advisors is an investment management firm founded in 2008, with offices in Atlanta, New York, and Seattle. The firm is led by key principal Sreeni Prabhu, who serves as Managing Partner, co-CEO, and Group Chief Investment Officer.

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Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.

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Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security.

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