Angel Oak Strategic Credit Fund Breaks $100M Asset Mark as Investors Turn to Interval Fund Structure
August 07 2024 - 9:00AM
Business Wire
Angel Oak Capital Advisors LLC, a leading structured credit
investment management firm, announced today that the Angel Oak
Strategic Credit Fund (ASCIX or the Fund) has surpassed $100
million in assets under management. The interval fund, which
invests primarily in non-agency residential mortgage-backed
securities and other asset-backed securities, has delivered
compelling risk-adjusted returns over its six-year lifespan — a
span that has included periods of volatile investment
environments.
“Angel Oak was an early mover on delivering structured credit
opportunities in an interval fund. That allows us to be
opportunistic in times of volatility while still shielding the Fund
from liquidity and redemption risk driven by short-term
uncertainty,” said Sreeni Prabhu, Managing Partner and Group Chief
Investment Officer for Angel Oak. “We are continuing to see
increased interest in ASCIX. In this macroeconomic climate,
advisors and institutions seek differentiated fixed-income
strategies that align with their risk needs. Angel Oak has an
impressive history of offering such strategies.”
The interval fund structure has proven to be a significant
advantage during periods of economic fluctuation. Angel Oak’s
approach allows the Fund to go further down in credit quality,
which results in higher-yielding positions. At a sector level,
ASCIX expresses the firm’s best ideas in structured credit with
allocations across RMBS, ABS, CLOs, CMBS and corporate debt. The
Fund’s strategy includes a distinct overweight to strategic credit
assets, offering diversification not typically found in traditional
fixed-income funds.
Net Total Returns as of 6/30/24
Year-to-date
1-YR
3-YR
5-YR
Since Inception1
Angel Oak Strategic Credit Fund
(ASCIX)
6.38%
12.93%
7.79%
6.73%
6.57%
Bloomberg U.S. Aggregate Bond Index
-0.71%
2.63%
-3.02%
-0.23%
0.80%
1The inception date of the Angel Oak Strategic Credit Fund Class
I (ASCIX) was 12/26/17.
“For more than a decade, investors have been largely
under-allocated to key areas of structured credit, but we’re seeing
an uptick in interest now as traditional fixed-income assets and
passive strategies are struggling to keep up with the changing
market dynamics,” said Clayton Triick, CFA, Head of Portfolio
Management of Public Strategies at Angel Oak. “We’re really pleased
with how the Fund has performed and believe we are well positioned
to continue uncovering new opportunities that will drive
yield.”
Registered investment advisors and institutional investors have
used ASCIX primarily as a diversifier in their fixed-income sleeve
while potentially benefiting from the additional yield the Fund
seeks to achieve. The interval fund structure provides the
flexibility and strategic benefits that enable Angel Oak to hold
positions during volatile times while maintaining the liquidity
necessary to potentially capitalize on market opportunities as they
arise.
To learn more about Angel Oak and its investment solutions,
click here.
About Angel Oak Capital Advisors, LLC
Angel Oak is an investment management firm focused on providing
compelling fixed-income investment solutions to its clients. Backed
by a value-driven approach, Angel Oak seeks to deliver attractive,
risk-adjusted returns through a combination of stable current
income and price appreciation. Its experienced investment team
seeks the best opportunities in fixed income, with a specialization
in mortgage-backed securities and other areas of structured
credit.
ASCIX2
Gross Expense Ratio
2.14%
Net Expense Ratio
2.14%
2Gross and net expense ratios are reported as of the 5/30/24
prospectus.
Definitions: ABS: Asset-backed security. CLO:
Collateralized loan obligation. CMBS: Commercial mortgage-backed
security. RMBS: Residential mortgage-backed security.
Performance quoted is past performance and is no guarantee of
future results. The investment return and principal value of an
investment will fluctuate so that an investor’s shares, when
redeemed, may be worth more or less than their original cost.
Current performance may be lower or higher than the performance
data shown. Current performance for the most recent month end can
be obtained by calling 855-751-4324 or by visiting
www.angeloakcapital.com.
Investors should carefully consider the investment
objectives, risks, charges and expenses of the funds. This and
other important information about the funds is contained in the
Prospectus which can be obtained by calling Shareholder Services at
855-751-4324 or from www.angeloakcapital.com. The
Prospectus should be read carefully before investing.
Investing involves risk; principal loss is possible. The
Strategic Credit Fund is a closed-end Interval Fund. The Fund’s
shares will not be listed on an exchange in the foreseeable future,
if at all. It is possible that a repurchase offer may be
oversubscribed, in which case shareholders may only have a portion
of their shares repurchased. Quarterly repurchase offers and
liquidity are limited. The Fund’s derivative investments have
risks, including the imperfect correlation between the value of
such instruments and the underlying asset, rate, or index, which
creates the possibility that the loss on such instruments may be
greater than the gain in the value of the underlying asset, rate,
or index; the loss of principal; the possible default of the other
party to the transaction; and illiquidity of the derivative
investments. The Fund may invest in illiquid securities and
restricted securities. Investments in restricted securities could
have the effect of increasing the amount of the Fund’s assets
invested in illiquid securities if qualified institutional buyers
are unwilling to purchase these securities. The Fund will be
subject to risks associated with adverse political and economic
developments in foreign countries, including seizure or
nationalization of foreign deposits, the imposition of economic
sanctions, different legal systems and laws relating to bankruptcy
and creditors’ rights, and the potential inability to enforce legal
judgments, all of which could cause the Fund to lose money on its
investments in non-U.S. securities. Changes in interest rates
generally will cause the value of fixed- income instruments held by
the Fund to vary inversely to such changes. Below-investment-grade
instruments are commonly referred to as “junk” or high- yield
instruments, and are regarded as predominantly speculative with
respect to the issuer’s capacity to pay interest and repay
principal. Lower-grade instruments may be particularly susceptible
to economic downturns. The price paid by the Fund for asset-backed
securities, including CLOs; the yield the Fund expects to receive
from such securities; and the average life of such securities are
based on a number of factors, including the anticipated rate of
prepayment of the underlying assets. Mortgage-backed securities are
subject to the general risks associated with investing in real
estate securities; that is, they may lose value if the value of the
underlying real estate to which a pool of mortgages relates
declines. For more information on these risks and other risks of
the Fund, please see the Prospectus.
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version on businesswire.com: https://www.businesswire.com/news/home/20240807854790/en/
Media: Trevor Davis, Gregory FCA for Angel Oak Capital Advisors
443-248-0359 trevor@gregoryfca.com
Company: Randy Chrisman, Chief Marketing and Corporate IR
Officer, Angel Oak Capital Advisors 404-953-4969
randy.chrisman@angeloakcapital.com