Angel Oak Financials Income Impact A (ANFLX)
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Angel Oak Financials Income Impact A
Atlanta, Georgia 30305
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 500
Angel Oak Funds Trust
Management Information
,Lead Manager since January 5, 2020
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.
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Morningstar Category
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Fund Overview
CategoryShort-Term Bond
Fund FamilyAngel Oak
Net Assets70.55M
YTD Return3.09%
Yield4.89%
Morningstar Rating★
Inception DateAug 3, 2015
Fund Operations
Last Dividend0.10
Last Cap Gain-91.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseANFLXCategory Average
Annual Report Expense Ratio (net)1.70%0.68%
Prospectus Net Expense Ratio1.70%N/A
Prospectus Gross Expense Ratio2.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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