Angel Oak Multi-Strategy Income UCITS Fund
The Angel Oak Multi-Strategy Income UCITS Fund is advised by Angel Oak Capital Advisors, LLC, an Atlanta-based team with diverse and extensive experience in the structured credit markets.
The Fund seeks the best risk-adjusted opportunities in fixed income that offer the potential for both stable income and price appreciation. The team employs a top-down approach to identify relative value opportunities within the structured credit markets and a bottom-up credit selection process to select individual issues. The managers will invest opportunistically across a wide range of credits and issuer types based on relative value within fixed income.
Specifically, the Fund targets opportunities in:
• Agency and Non-Agency Residential Mortgage-Backed Securities
• Asset-Backed Securities
• Collateralized Loan Obligations
• Agency and Non-Agency Commercial Mortgage-Backed Securities.
Currently, the Fund has a bias towards credit and low duration assets to manage interest rate risk. This bias is not set for the long term and may change over time as the managers’ view on the global economy, interest rates and capital market conditions change. The team does not manage the portfolio’s asset allocation to resemble the Fund’s benchmark in a relative sense, but instead positions the portfolio with a focus on absolute return.
Angel Oak Multi-Strategy Income UCITS Fund
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.
Berkin is a Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for three of the firm’s mutual funds—the High Yield Opportunities Fund, the Multi-Strategy Income Fund, and the Strategic Credit Fund—the Multi-Strategy Income UCITS Fund, and one of the firm’s private funds. He is also a Portfolio Manager of two ETFs, the Income ETF, and the UltraShort Income ETF. He has over two decades years of experience in fixed income products and focuses on building and managing strategies within the collateralized loan obligation (CLO) market.
Prior to Angel Oak, Berkin spent six years as an executive director at UBS, covering structured products and client solutions. Prior to UBS, Berkin worked at Bank of America where he focused on the structuring and marketing of CLOs and synthetic collateralized debt obligations backed by corporate credit. Before that, Berkin worked in Turkey as a commercial banker, where he was responsible for lending to large cap corporations.
Berkin holds a B.S. degree in Civil Engineering from Bogazici University in Istanbul, Turkey, and an M.B.A. from Duke University’s Fuqua School of Business.
Colin 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, the 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. Colin focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market.
Colin serves as a voting member of the firm’s public funds Investment Committee. He is also a speaker on many of the firm’s quarterly calls for both its private and public funds.
Prior to Angel Oak, Colin worked for an Atlanta-based boutique investment firm where he was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines.
Colin holds B.B.A. degrees in Banking & Finance and Real Estate from the Terry College of Business at the University of Georgia.
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 REIT, 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.
Clayton Triick, CFA
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 he holds the Chartered Financial Analyst (CFA®) designation.
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Angel Oak Multi-Strategy Income UCITS Fund
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