CARY aims for current income by providing broad exposure to USD-denominated debt securities of various credit quality and maturities. Investments include structured products, loans, corporate debt, US Treasury, and government agency securities. Structured products include CLOs and CDOs, which may comprise up to 25% of the portfolio. More than 25% are invested in mortgage-related instruments and up to 15% in illiquid investments. Issuers selected depend on what the adviser views as best value relative to the market. Using fundamental research and analysis, the actively managed fund considers issuers believed as capable of improving their credit profile over time with attractive valuations. Among other criteria considered are maturity, yield and ratings, and price appreciation. Various factors evaluated include collateral quality, credit support, structure, and market conditions. The adviser also targets undervalued assets with relatively low volatility. The fund may also invest in mutual funds, ETFs, or BDCs.
公司网站 :
https://angeloakcapital.com/investments/cary/
总经理:-
建立时间:2022
公司总部:Angel Oak Funds Trust Angel Oak Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds