XFINX

About XFINX

Angel Oak Financial Strategies Income Fund is an actively managed fixed-income fund focused on the U.S. financial sector. Its primary objective is to generate current income, with a secondary goal of total return through diversified exposure to bank and financial company debt. The strategy concentrates on debt issued by community, regional, and money-center banks, supplemented by selective allocations to financial sector preferred and common equity to broaden income sources and credit profiles. A notable feature is its emphasis on higher-quality credit, with at least half of the portfolio targeted to be investment grade by public rating or internal assessment, seeking resilience across market cycles. The portfolio construction aims for low historical correlation to broader fixed income and traditional equity benchmarks by emphasizing banking-sector credit dynamics and call structures. Managed by Angel Oak Capital Advisors’ financial services team, the fund leverages sector expertise, active security selection, and access to primary issuance to optimize coupons and manage duration. Within the market, it serves as a specialized income vehicle offering targeted exposure to financial sector credit and the potential for income stability alongside disciplined risk management.