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Angel Oak Capital Advisors Profile
Angel Oak Capital Advisors

@AngelOakCap

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Experienced investment team with an estimated $25.1 billion in AUM as of 9/30/25. Follow us for news & insights. See website for important disclosures.

Atlanta, GA
Joined March 2015
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@AngelOakCap
Angel Oak Capital Advisors
5 days
Big news: Housing affordability is on the rise! šŸ“ˆ By late 2026, mortgage payments could return to historical norms. What does this mean for buyers and the broader market? See what’s ahead for housing affordability: https://t.co/wf28a3ZN9I
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@AngelOakCap
Angel Oak Capital Advisors
6 days
Our headquarters has moved to a new location in Atlanta: šŸ“ 980 Hammond Drive, Suite 200 | Atlanta, GA 30328
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@AngelOakCap
Angel Oak Capital Advisors
11 days
Fourth-quarter fact sheets for the Angel Oak Mutual Funds and ETFs are now available to download: https://t.co/37L6uWfeIO
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@AngelOakCap
Angel Oak Capital Advisors
13 days
2026 could mark a turning point for investors—bonds may take center stage. Is your portfolio prepared? Discover the trends shaping the year ahead: https://t.co/wf28a3ZN9I
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@AngelOakCap
Angel Oak Capital Advisors
14 days
Big bank earnings are in focus this week. Catch Senior Portfolio Manager Cheryl Pate, CFA on @BloombergTV today at 12:40 PM ET as she breaks down what’s driving the numbers. šŸ“ŗ Watch live: https://t.co/CnxjUgwBuc
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@AngelOakCap
Angel Oak Capital Advisors
18 days
Senior PM Cheryl Pate, CFA, shared her 2026 outlook on @BloombergRadio: easing volatility, opportunities in universal banks, community bank debt, and structured credit—plus why a ā€œbarbell approachā€ across equities and fixed income makes sense. šŸŽ§: https://t.co/i9eADK08Ca
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@AngelOakCap
Angel Oak Capital Advisors
18 days
Kick off 2026 with insights from Angel Oak’s December webinar, ā€œKey Themes for 2026.ā€ Discover what may be ahead for Federal Reserve policy, housing market trends, and opportunities in fixed income. Watch the replay now: https://t.co/m9Cb90RAxn
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@AngelOakCap
Angel Oak Capital Advisors
20 days
The economic landscape is shifting, bringing both uncertainty and opportunity. With the Fed turning dovish and securitized spreads at attractive levels, 2026 could be a breakout year for active fixed income strategies. šŸ”— See where fixed income may lead: https://t.co/wf28a3ZN9I
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@AngelOakCap
Angel Oak Capital Advisors
21 days
Clayton Triick, CFA, our Head of Portfolio Management, joined @SchwabNetwork to break down the latest Federal Open Market Committee minutes and share insights on the Fed’s potential path toward a 3% federal funds rate in 2026. Watch here: https://t.co/3vdYZ2xVKz
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@AngelOakCap
Angel Oak Capital Advisors
21 days
High-yield credit isn’t just about chasing returns. In this clip, Clayton Triick, CFA, shares why focusing on quality and avoiding idiosyncratic risks can make a meaningful difference for portfolio performance. Learn more: https://t.co/rRoPH6GjYR
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@AngelOakCap
Angel Oak Capital Advisors
28 days
What will shape financial markets in 2026? Tune in to @BloombergRadio tomorrow at 8:10 AM ET as Senior Portfolio Manager Cheryl Pate shares her outlook and where she sees opportunities for investors. Listen live: https://t.co/DEHDcZlqO0 Watch on YouTube: https://t.co/4oyvTu566o
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@AngelOakCap
Angel Oak Capital Advisors
1 month
As we close an incredible year, we appreciate your partnership and look forward to new opportunities together in 2026.
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@AngelOakCap
Angel Oak Capital Advisors
1 month
2026 is shaping up to be a year of opportunity. With the Fed signaling a supportive stance and housing affordability improving, active strategies could shine. At Angel Oak, we see fixed income and securitized credit leading the way. šŸ”— Learn more: https://t.co/wf28a40kZg
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@AngelOakCap
Angel Oak Capital Advisors
1 month
As 2026 approaches, Senior Market Strategist @FrankRos_CAIA, joined @SchwabNetwork to discuss why mortgage-backed securities continue to present compelling opportunities. Watch the full interview here: https://t.co/3OWCfzxy13
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@AngelOakCap
Angel Oak Capital Advisors
1 month
Are you taking a passive approach to agency mortgages? Agency MBS make up 25–30% of the Agg, but passive strategies miss key risks and ignore non-agency opportunities. šŸŽ„See why active management matters: https://t.co/rRoPH6GjYR
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@AngelOakCap
Angel Oak Capital Advisors
1 month
Close out the year with insights that matter. Join us for our final advisor webinar of 2025 on Thursday as Clayton Triick, CFA, and Frank Ros, CAIA share key themes for 2026—from interest rates and consumer trends to fixed income opportunities. Register: https://t.co/PYIQgnge80
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@AngelOakCap
Angel Oak Capital Advisors
2 months
How could 50-year and portable mortgages reshape the housing market and Agency RMBS? Angel Oak’s Clayton Triick, CFA, joined @UBS’s Leslie Falconio to break down these trends and their implications for investors. šŸŽ§Listen now: https://t.co/bqcShOZTb4
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@AngelOakCap
Angel Oak Capital Advisors
2 months
We’re proud to sponsor #ALTSMIA hosted by @MarketsGrp. This week, Miami becomes the hub for alternative investment insights. Join us as we connect, share ideas, and explore what’s next in the industry. Learn more: https://t.co/IJYUTNOyeu
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@AngelOakCap
Angel Oak Capital Advisors
2 months
What should investors keep an eye on as anticipation builds for a potential Fed rate cut next week? Clayton Triick, CFA, joined @BBCWorld to break down recent market volatility and explain why upcoming consumer data will play a pivotal role. Watch here: https://t.co/61HxHxZ4OF
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@AngelOakCap
Angel Oak Capital Advisors
2 months
From investment grade to high yield, corporate credit offers a full spectrum of risk and return. Learn how investors navigate this $11T market in our new piece, Corporate Credit 101: https://t.co/Zfhcf5Zxjg
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