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Advisor Information for ASCIX

Fund Inception12/26/2017
Name of IssuerAngel Oak
Fund Advisor(s)Angel Oak Capital Advisors, LLC
Sub-Advisor(s)--

Fund Managers for ASCIX

Matthew Kennedy
Portfolio Manager since 12/26/2017
Matthew is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for three mutual funds, the High Yield Opportunities Fund, the Strategic Credit Fund, and the Total Return Bond Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Prior to Angel Oak, Matthew was the Director of Rainier Investment Management’s fixed income management team and served as a Portfolio Manager and Analyst. Previously, he was a Senior Analyst and made investment recommendations for investment grade, high yield, and private placement portfolios at GE Financial Assurance in Seattle, where he began his investment career in 1995. From 1991 to 1994, he was a CPA and auditor with Deloitte & Touche. Matthew holds a B.A. degree in Business Administration, with specializations in Finance and Accounting from Washington State University. He also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA® Institute and the Seattle Society of Financial Analysts.
Berkin Kologlu
Portfolio Manager since 12/26/2017
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.
Sreeniwas (Sreeni) Prabhu
Portfolio Manager since 12/26/2017
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 05/31/2020
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.