Angel Oak Financial Trust Prepares for Transformative New Partnership with Brookfield

New Horizons for Angel Oak Financial Strategies

In a strategic move that signals exciting times ahead for Angel Oak Financial Strategies Income Term Trust (NYSE: FINS), the Fund has filed a definitive proxy statement for a special meeting of shareholders, slated for September 26, 2025. Shareholders are being asked to vote “FOR” a new investment advisory agreement, part of a significant partnership between Angel Oak and Brookfield Asset Management Ltd. The board of trustees stands unanimously in recommending this change, highlighting the seamless continuity with no drastic shifts in operation or fee structures.

A Seamless Transition: What’s on the Horizon?

The merging of efforts between Angel Oak and Brookfield promises to enhance the strength of the Fund’s portfolio with Brookfield’s extensive global clout and Angel Oak’s focused expertise on high-yield opportunities in the community banking sector. As stated in The Globe and Mail, the new agreement is virtually identical to the existing one, ensuring there’s no interruption to Fund operations, management, or shareholder experience.

Ira P. Cohen, Chairman of the Board, articulated the prospective benefits: “We believe Angel Oak’s partnership with Brookfield will benefit the Fund and shareholders going forward, offering unparalleled market insights and resources.”

The Path to Value Creation

Continuity is key, as noted by the fund’s notable achievements in delivering value to its shareholders — from disciplined credit quality to a distribution yield exceeding 10%. The Fund aims to maintain this trajectory by increasing its monthly distribution from \(0.109 to \)0.115 per share as of August 2025. This bolsters confidence in the Fund’s enduring strength and commitment to shareholder returns.

An Unprecedented Partnership

The collaboration with Brookfield doesn’t mean a departure from Angel Oak’s envisioned path. Brookfield’s engagement promises added benefits — enhanced market access, vast resources, and financial backing while staying true to Angel Oak’s strategic focus. At the core, this union hit the sweet spot for Institutional Shareholder Services who found “no material concerns” with the new contract.

Why Your Vote Matters

Shareholders’ approval of the New Agreement ensures that the Fund’s strategy and team remain unwavering in their goals. Voting “FOR” is a step toward not just sustaining but amplifying the Fund’s growth and market impact.

How to Cast Your Vote

Shareholders can easily cast their votes by internet, telephone, or mail, with instructions relayed via proxy materials. For any assistance, EQ Fund Solutions, LLC stands ready to help.

About FINS and Angel Oak

Angel Oak’s strategic emphasis lies in U.S. financial sector debt, while Angel Oak Capital Advisors remains dedicated to offering fixed-income investment solutions, leveraging Brookfield’s platform to bring even further stability and growth prospects to its offerings.

This evolution, while transformative, reassures that Angel Oak maintains its commitment to stable, attractive investments — inviting investors to grasp the broader horizons made possible through this promising partnership.

Investors should ponder the Fund’s objectives and risks, contemplating the unfolding synergy between these esteemed organizations. For more detail, contact EQ Fund Solutions, LLC or seek guidance from your investment representative.