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Upturn AI SWOT - About
FINS 
Angel Oak Financial Strategies Income Term Trust (FINS)
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Upturn Advisory Summary
04/01/2025: FINS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 25.06% | Avg. Invested days 97 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 338.60M USD | Price to earnings Ratio 10.61 | 1Y Target Price - |
Price to earnings Ratio 10.61 | 1Y Target Price - | ||
Volume (30-day avg) 35916 | Beta 0.33 | 52 Weeks Range 11.13 - 13.64 | Updated Date 03/31/2025 |
52 Weeks Range 11.13 - 13.64 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 9.68% | Basic EPS (TTM) 1.27 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.09% | Operating Margin (TTM) 75.81% |
Management Effectiveness
Return on Assets (TTM) 2.95% | Return on Equity (TTM) 2.12% |
Valuation
Trailing PE 10.61 | Forward PE - | Enterprise Value 434417440 | Price to Sales(TTM) 10.78 |
Enterprise Value 434417440 | Price to Sales(TTM) 10.78 | ||
Enterprise Value to Revenue 14.58 | Enterprise Value to EBITDA - | Shares Outstanding 25062600 | Shares Floating - |
Shares Outstanding 25062600 | Shares Floating - | ||
Percent Insiders 6.01 | Percent Institutions 56.54 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Angel Oak Financial Strategies Income Term Trust
Company Overview
History and Background
Angel Oak Financial Strategies Income Term Trust (AOF) was formed to seek high current income with a secondary objective of capital appreciation. It focuses on investments in financial credit markets, including mortgage-backed securities and other structured credit assets. Founded with a specific investment objective, the trust has evolved its portfolio composition over time to adapt to changing market conditions.
Core Business Areas
- Mortgage-Backed Securities (MBS): Investments in residential and commercial mortgage-backed securities, including agency and non-agency MBS. These securities represent claims on the cash flows from pools of mortgages.
- Other Structured Credit: Investments in various structured credit assets beyond traditional MBS, which can include collateralized loan obligations (CLOs), asset-backed securities (ABS), and other similar instruments.
- Financial Credit Markets: Investments in various components of the financial credit markets to seek high returns in this sector.
Leadership and Structure
The trust is managed by Angel Oak Capital Advisors, LLC. The specific leadership team and organizational structure details are generally available in SEC filings and investor relations materials.
Top Products and Market Share
Key Offerings
- High-Yield Financial Credit Investments: AOF offers investors access to a portfolio of high-yield financial credit investments, primarily through mortgage-backed securities and other structured credit instruments. Market share is not directly applicable as AOF is a closed-end fund, not a direct issuer of these securities. Competitors are other closed-end funds and ETFs focusing on similar asset classes.
- Monthly Distributions: AOF aims to provide high-yielding monthly distributions to its shareholders, driven by the income generated from its underlying investments. This offering competes with other income-generating investments and funds.
Market Dynamics
Industry Overview
The financial credit markets are subject to various factors, including interest rate movements, economic growth, and regulatory changes. Demand for high-yield credit remains significant, driving activity in structured credit and mortgage-backed securities.
Positioning
AOF positions itself as a specialist in financial credit investments, aiming to deliver above-average income. Its competitive advantage lies in its specialized expertise in structured credit and its experienced investment team.
Total Addressable Market (TAM)
The TAM for financial credit investments, including mortgage-backed securities and structured credit, is several trillion dollars globally. AOF's position is relatively small in this vast market, targeting niche opportunities within specific credit segments.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Specialized Expertise in Structured Credit
- High Current Income Potential
- Active Management
Weaknesses
- Concentration in Financial Credit Markets
- Sensitivity to Interest Rate Changes
- Potential for Credit Losses
- Reliance on Angel Oak Capital Advisors
Opportunities
- Expanding Demand for High-Yield Investments
- Market Dislocations in Financial Credit
- New Product Development
- Increased Investor Awareness of Structured Credit
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Regulatory Scrutiny
- Credit Market Volatility
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Core Bond Trust (BKT)
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
AOF competes with other closed-end funds focused on income-generating assets. Its specialized expertise in structured credit is a differentiator, but it also carries concentration risk. The fund's performance relative to its peers depends on its investment strategy and market conditions.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's NAV and dividend payouts. This would involve accessing time-series data.
Future Projections: Future projections require analyst estimates, which are not directly available in this context.
Recent Initiatives: Recent initiatives are related to portfolio management and investment strategy, and generally announced by Angel Oak Capital Advisors in press releases and SEC filings.
Summary
Angel Oak Financial Strategies Income Term Trust (AOF) seeks high income through financial credit investments. Its strengths lie in its specialized management team and attractive dividend yield. However, it faces risks from interest rate fluctuations and credit market volatility. AOF's success depends on its ability to navigate complex credit markets and deliver consistent returns.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings
- Fund Fact Sheets
- Financial News Websites (e.g., Bloomberg, Reuters)
- Angel Oak Capital Advisors Website
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Investment decisions should be made with the guidance of a qualified financial advisor. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Angel Oak Financial Strategies Income Term Trust
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 2019-05-29 | Managing Partner & Co-CEO of Angel Oak Capital Advisors, LLC Mr. Michael Allen Fierman | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.angeloakcapital.com |
Full time employees - | Website https://www.angeloakcapital.com | ||
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