Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) is an interval investment trust that seeks to provide shareholders with a consistent level of current income and preservation of capital over its term. Managed by Angel Oak Capital Advisors, the trust pursues a diversified credit strategy by investing primarily in floating-rate senior secured loans, high-yield corporate bonds, and other income-producing debt instruments. By focusing on assets with floating rate characteristics, FINS aims to mitigate the impact of rising interest rates on its portfolio’s income stream.
Since its launch, Angel Oak Financial Strategies Income Term Trust has employed a rigorous credit research process to identify opportunities across various sectors of the U.S. and global credit markets. The trust’s portfolio management team combines fundamental analysis with proprietary risk models to assess borrower creditworthiness, liquidity profiles, and collateral structures. This active approach allows FINS to rotate exposure among industries and issuers, seeking to capture attractive risk-adjusted returns while maintaining a robust credit quality framework.
Geographically, FINS holds a majority of its assets in North American credits, augmented by selective allocations to European and emerging-market debt where yield differentials and credit fundamentals are favorable. The trust’s interval structure permits periodic repurchase offers, giving investors a degree of liquidity uncommon in many closed-end vehicles. This design supports longer-term investment horizons and reduces the need for forced portfolio sales during market stress.
Angel Oak Capital Advisors, the external manager, is overseen by a leadership team of seasoned credit professionals with deep experience in leveraged finance, structured products, and distressed debt. Under their guidance, FINS emphasizes disciplined portfolio construction and proactive risk management. The trust’s governance framework, including an independent board of trustees, is structured to align the interests of management and shareholders, providing oversight of investment strategy, fees, and operational processes throughout the life of the trust.
AI Generated. May Contain Errors.
