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Angel Oak Financials Income Impact Fund Institutional Class(ANFIX)
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- 晨星評級:
- 總資產: 51.16M
Angel Oak Flexible Income Institutional
7.77
+0.01
+0.17%
ANFIX綜觀
你可在本頁找到深入的Angel Oak Financials Income Impact Fund Institutional Class公司檔案，包括ANFIX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
One Buckhead Plaza, 3060 Peachtree Rd. NW, Suite 500
Atlanta,GA 30305
United States
Atlanta,GA 30305
United States
電話
+1 404 9534900
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Kevin Parks | - | 2020 | now |
| 自傳 | Kevin is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund and the Dynamic Financial Strategies Income Term Trust. Kevin previously served as the Chief Investment Officer for Parks Capital Management, LLC, which specialized in community bank long/short equity investing, and also served as a subadvisor to the Financials Income Fund’s long-only, small-cap equity allocation from July 2018 to December 2019. Prior to launching Parks Capital Management, Kevin was an Analyst at Hildene Capital Management from 2009 until 2015, where he analyzed structured products such as TruPS CDOs and CLOs and helped maintain the infrastructure by monitoring the underlying collateral of the structured products. He also analyzed some of Hildene’s niche investments in TARP, single-name distressed TruPS, and microcap bank equities. Kevin graduated summa cum laude from Syracuse University and holds a B.S. degree in Finance with a minor in Public Communications, as well as an M.B.A from New York University’s Stern School of Business with a concentration in Law & Business and Entrepreneurship. Kevin serves on the board of directors of Tuesday’s Children, a charity that provides programs and services to all those directly impacted by the events of September 11, 2001. | ||
| Cheryl Pate | Portfolio Manager | 2019 | now |
| 自傳 | Cheryl is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund, Financial Strategies Income Term Trust and the Dynamic Financial Strategies Income Term Trust. Cheryl has more than 15 years’ experience in financial services and primarily focuses on investment research and credit underwriting, particularly in the non-bank financials and community banking sectors. Cheryl joined Angel Oak in 2017 from Morgan Stanley, where she was an Executive Director and Head of Consumer & Specialty Finance Equity Research. Her research coverage included the consumer finance, specialty finance, mortgage servicing/originations, mortgage REIT, payments, fintech and banking industries. Cheryl holds an M.B.A. from Duke University’s Fuqua School of Business and a B.S. in Commerce (Finance) from the University of British Columbia. She also holds the Chartered Financial Analyst (CFA) designation. | ||
| Johannes Palsson | Senior Portfolio Manager | 2014 | now |
| 自傳 | Johannes is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He is a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. With nearly three decades of investment experience, Johannes heads the firm’s financials platform with a primary focus on investment research and management across the firm’s financial sector-focused strategies. Prior to joining Angel Oak, 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. | ||
| Sreeniwas (Sreeni) V. Prabhu | Managing Partner | 2014 | now |
| 自傳 | Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. He is also the Chief Executive Officer and President at Angel Oak Mortgage, Inc. (NYSE: AOMR). 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. | ||
| Navid Abghari | - | 2016 | 2022 |
| 自傳 | 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. | ||
| Clayton Triick | Portfolio Manager | 2015 | 2019 |
| 自傳 | Clayton is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, UltraShort Income Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Clayton is head of the asset-backed securities strategy team and focuses on interest rate risk management across Angel Oak’s mutual funds, ETFs, and separately managed accounts. He is a voting member of the firm’s public funds Investment Committee and is the Lead Portfolio Manager for the UltraShort Income Fund and the UltraShort Income ETF. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak, 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. | ||
| Brad A. Friedlander | Managing Partner | 2014 | 2019 |
| 自傳 | 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. | ||
| Johannes Palsson | Senior Portfolio Manager | 2016 | 2017 |
| 自傳 | Johannes is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He is a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. With nearly three decades of investment experience, Johannes heads the firm’s financials platform with a primary focus on investment research and management across the firm’s financial sector-focused strategies. Prior to joining Angel Oak, 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. | ||
| Sam Dunlap | Managing Director, Chief Investment Officer - Public Strategies | 2015 | 2017 |
| 自傳 | Sam is a Managing Director and Chief Investment Officer of the public strategies at Angel Oak Capital Advisors. He serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF, and he manages some of the separately managed accounts for the Advisor’s clients. Sam serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on Bloomberg, CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Barron’s. Sam joined Angel Oak in 2009 but 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 spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC, supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia. | ||
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