Investor Letters
Angel Oak Capital Advisors
- Angel Oak Multi-Strategy Income Fund Quarterly Commentary Angel Oak Multi-Strategy Income Fund added corporate credit and CLO exposure as first-quarter dislocations widened spreads, while reducing non-agency RMBS to reallocate capital toward more attractive securitized opportunities. The portfolio retained core overweights in non-agency RMBS, agency MBS and ABS, citing resilient homeowner credit and rising dispersion among weaker corporate issuers. Q2 2026 —
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