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Upturn AI SWOT - About
FINS 
Angel Oak Financial Strategies Income Term Trust (FINS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: FINS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 325.81M USD | Price to earnings Ratio 8.23 | 1Y Target Price - |
Price to earnings Ratio 8.23 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.23 | 52 Weeks Range 12.21 - 13.64 | Updated Date 06/30/2025 |
52 Weeks Range 12.21 - 13.64 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 10.06% | Basic EPS (TTM) 1.58 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 123.87% | Operating Margin (TTM) 75.81% |
Management Effectiveness
Return on Assets (TTM) 3.11% | Return on Equity (TTM) 11.24% |
Valuation
Trailing PE 8.23 | Forward PE - | Enterprise Value 434417440 | Price to Sales(TTM) 10.25 |
Enterprise Value 434417440 | Price to Sales(TTM) 10.25 | ||
Enterprise Value to Revenue 11.32 | Enterprise Value to EBITDA - | Shares Outstanding 25062600 | Shares Floating - |
Shares Outstanding 25062600 | Shares Floating - | ||
Percent Insiders 4.34 | Percent Institutions 99.06 |
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 provide current income, with a secondary objective of capital appreciation, through investment in a diversified portfolio of primarily U.S. credit markets. Details on its founding year and earlier milestones are difficult to locate as it is an actively managed closed-end fund. The current management team oversees its strategies.
Core Business Areas
- Investment Management: Actively manages a diversified portfolio of primarily U.S. credit markets, focusing on income generation.
Leadership and Structure
Details on specific individuals leading the management and structure of the trust are limited. Angel Oak Capital Advisors, LLC serves as the investment advisor.
Top Products and Market Share
Key Offerings
- Closed-End Fund (CEF): AOF is a closed-end fund focusing on U.S. credit markets. It competes with other CEFs and exchange-traded funds (ETFs) focused on similar strategies. Detailed market share data is not readily available for this specific fund.
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by active management, leveraging, and income distribution strategies. It operates within the broader asset management industry, influenced by interest rates, credit spreads, and investor sentiment.
Positioning
AOF is positioned as an actively managed fund targeting income generation within U.S. credit markets. Its competitive advantage lies in the expertise of its investment advisor, Angel Oak Capital Advisors, LLC.
Total Addressable Market (TAM)
The TAM for fixed income and credit-focused investment products is in the trillions of dollars. AOF targets a subset of this TAM. Specific AOF market share relative to the total TAM isn't published.
Upturn SWOT Analysis
Strengths
- Experienced Investment Advisor
- Diversified Portfolio
- Potential for High Income
- Active Management Strategy
Weaknesses
- Leverage Risks
- Interest Rate Sensitivity
- Credit Spread Sensitivity
- Management Fees
- Premium/Discount Volatility
Opportunities
- Rising Interest Rate Environment (potentially, if managed well)
- Increased Demand for Income-Generating Assets
- Expansion into New Credit Sectors
- Strategic Partnerships
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- Changes in Regulatory Environment
- Credit Defaults
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Corporate High Yield Fund, Inc (HYT)
- Eaton Vance Senior Income Trust (EVF)
Competitive Landscape
AOF faces stiff competition in the closed-end fund space. Its performance depends on effective portfolio management and the ability to navigate credit markets. It needs to compete with other CEFs and ETFs on fees, performance, and risk management.
Growth Trajectory and Initiatives
Historical Growth: Requires specific data from official company documents. Discuss trends over the past years.
Future Projections: Future growth is based on market conditions and fund performance, and not available.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Angel Oak Financial Strategies Income Term Trust.
Summary
Angel Oak Financial Strategies Income Term Trust is an actively managed closed-end fund focusing on income generation in U.S. credit markets. Its strengths lie in its experienced investment advisor and diversified portfolio but faces risks including leverage, interest rate sensitivity, and credit spreads. The fund must navigate a competitive landscape and adapt to changing market conditions to achieve its objectives. Growth hinges on strong portfolio management and the ability to capitalize on market opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Providers
- Morningstar
- FactSet
Disclaimers:
This analysis is based on available public information and does not constitute financial advice. Investment decisions should be made based on thorough research and consultation with a financial advisor. Market share data is approximate and based on the market capitalization of the funds.
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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