Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
FINS 
Angel Oak Financial Strategies Income Term Trust (FINS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/15/2025: 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 27.85% | Avg. Invested days 128 | 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 09/15/2025 |
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 seek high current income with a secondary objective of capital appreciation. It invests primarily in a diversified portfolio of U.S. credit assets.
Core Business Areas
- Closed-End Fund Management: AOF operates as a closed-end investment fund, investing in various credit instruments to generate income and potential capital gains.
Leadership and Structure
The fund is managed by Angel Oak Capital Advisors, LLC, a well-established investment management firm specializing in credit markets. Details on specific leadership members and the exact organizational structure are not readily available without subscription access to financial databases.
Top Products and Market Share
Key Offerings
- Investment in Credit Assets: AOF focuses on investments such as senior secured loans, mortgage-backed securities, and other structured credit products. Market share data specific to AOF's investment strategies are difficult to pinpoint as market share data isn't usually tracked for investment fund's investment strategies. Competitors are other closed-end funds with similar strategies such as ECC, OXLC, and ARDC.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with numerous funds vying for investor capital. The market is influenced by interest rates, credit spreads, and overall economic conditions.
Positioning
AOF positions itself as a high-income-generating fund with a focus on credit assets. Its competitive advantage lies in the expertise of its management team and its access to specific credit markets.
Total Addressable Market (TAM)
The total addressable market for closed-end funds focused on credit assets is substantial, potentially reaching trillions of dollars globally. AOF aims to capture a segment of this market by offering attractive yields and risk-adjusted returns.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on attractive credit markets
- High current income potential
- Disciplined investment process
Weaknesses
- Sensitivity to interest rate changes
- Credit risk associated with underlying assets
- Reliance on management team expertise
- Closed-end fund structure limitations (NAV discount/premium)
Opportunities
- Expanding investment universe within credit markets
- Capitalizing on market dislocations
- Increasing demand for income-generating investments
- Growth in structured credit markets
Threats
- Economic downturns leading to credit losses
- Rising interest rates impacting asset values
- Increased competition from other investment funds
- Regulatory changes affecting credit markets
Competitors and Market Share
Key Competitors
- ECC
- OXLC
- ARDC
- PDI
- PCI
Competitive Landscape
AOF competes with other closed-end funds seeking to generate high income from credit assets. Its advantage lies in its expertise and access to specific markets. Disadvantages might include size or investment strategy limitations.
Growth Trajectory and Initiatives
Historical Growth: AOF's growth is tied to its ability to attract capital and generate returns for shareholders. Historical growth can be assessed through changes in assets under management (AUM).
Future Projections: Future projections depend on market conditions and the fund's investment strategy. Analyst estimates may be available from financial data providers.
Recent Initiatives: Recent initiatives may include portfolio adjustments to adapt to changing market conditions or the launch of new investment strategies.
Summary
Angel Oak Financial Strategies Income Term Trust aims to provide high current income through investments in credit assets. Its success depends on its management team's expertise and the overall health of the credit markets. Key strengths include an experienced team and high-income potential, while risks include interest rate sensitivity and credit risk. The fund needs to carefully manage leverage and portfolio composition to maintain stable distributions and navigate market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and fund performance can change over time.
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 | ||
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.