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Upturn AI SWOT - About
FINS 
Angel Oak Financial Strategies Income Term Trust (FINS)
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Upturn Advisory Summary
08/28/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 26.23% | Avg. Invested days 125 | 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 08/28/2025 |
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 |
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 invest in a broad range of public and private credit instruments, with a focus on attractive risk-adjusted returns. Details regarding its exact founding date and milestones require further research due to its closed-end fund structure and specific investment strategies.
Core Business Areas
- Credit Investments: Investments in a diverse portfolio of credit instruments, including residential mortgage-backed securities (RMBS), other asset-backed securities (ABS), corporate bonds, and other credit-related assets.
Leadership and Structure
Angel Oak Capital Advisors, LLC serves as the investment advisor. Specific leadership details require further research.
Top Products and Market Share
Key Offerings
- Diversified Credit Portfolio: AOF provides investors with access to a diversified portfolio of credit instruments. Market share data for specific segments of their holdings requires deeper research. Competitors include other closed-end funds focusing on credit investments.
Market Dynamics
Industry Overview
The credit market is influenced by macroeconomic factors, interest rate movements, and credit spreads. Demand for income-generating investments drives the closed-end fund market.
Positioning
AOF aims to provide attractive risk-adjusted returns through active management and credit selection. Its position depends on its ability to identify and capitalize on investment opportunities within the credit market.
Total Addressable Market (TAM)
TAM is vast, encompassing the entire credit market (trillions of dollars). AOF's positioning relies on niche credit opportunities and its investment expertise.
Upturn SWOT Analysis
Strengths
- Experienced investment advisor
- Diversified portfolio
- Active management
- Access to private credit opportunities
Weaknesses
- Market volatility
- Interest rate risk
- Credit risk
- Closed-end fund structure (potential discount to NAV)
Opportunities
- Increasing demand for income-generating investments
- Distressed credit opportunities
- Expanding credit markets
- Strategic acquisitions of credit portfolios
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Credit Allocation Income Trust (BTZ)
- Invesco High Income Trust II (VLT)
Competitive Landscape
AOF competes with other closed-end funds based on investment strategy, portfolio performance, and expense ratios.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the performance of its investment portfolio.
Future Projections: Future growth is dependent on macroeconomics and investment strategy.
Recent Initiatives: Recent initiatives can be found in press releases and investor presentations.
Summary
Angel Oak Financial Strategies Income Term Trust is a closed-end fund offering access to diverse credit markets. Its success depends on the manager's ability to select appropriate investments and manage risk. Macroeconomic factors and interest rate risks pose significant challenges. Future growth depends on capturing investment opportunities and managing expenses.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on thorough research and consultation with a financial professional.
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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