| Fund Inception | 04/02/2018 |
| Name of Issuer | Angel Oak |
| Fund Advisor(s) | Angel Oak Capital Advisors, LLC |
| Sub-Advisor(s) | -- |
Fund Managers for AOUIX
Sreeniwas (Sreeni) Prabhu
Portfolio Manager since 04/02/2018
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.
Clayton Triick
Portfolio Manager since 04/02/2018
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.
Namit Sinha
Portfolio Manager since 05/31/2024
Namit is a Managing Director and Chief Investment Officer of the private strategies at Angel Oak Capital and focuses on managing non-qualified mortgage and commercial investment strategies. He also focuses on opportunities in other areas such as prime jumbo mortgages, reperforming loan strategies and mortgage servicing rights.
Namit has over 15 years of experience in fixed income products including structured credit. Prior to Angel Oak, Namit spent four years as Senior Vice President at Canyon Capital and established the residential loan trading business in addition to covering its structured products operations. Prior to joining Canyon, Namit worked at Nomura as Executive Director of Mortgage Trading and was involved in the acquisition and financing of non-performing loans, reperforming loans, non-qualified mortgages and Prime Jumbo loans. Prior to that, Namit worked at both Lehman Brothers and Barclays as a non-agency whole loan trader.
Namit holds an M.S. from Rutgers University, and a Bachelor of Technology degree from the Indian Institute of Technology Bombay in Mumbai, India.
