Angel Oak Income Term Trust Files Proxy Materials

TL;DR

FINS dropped proxy docs today, check Exhibit 1 for the deets.

AI Summary

Angel Oak Financial Strategies Income Term Trust (FINS) filed additional definitive materials on September 3, 2025, related to its proxy statement. The filing includes a press release issued on the same date, which is attached as Exhibit 1. The company is incorporated in Delaware and its fiscal year ends on January 31.

Why It Matters

This filing indicates the company is providing updated or supplementary information to shareholders, likely concerning upcoming votes or corporate actions that could impact investment decisions.

Risk Assessment

Risk Level: low — This is a routine filing of proxy materials and does not inherently present new risks to investors.

Key Players & Entities

• Angel Oak Financial Strategies Income Term Trust (company) — Registrant
• FINS (company) — Ticker Symbol
• September 3, 2025 (date) — Filing Date
• Exhibit 1 (document) — Attached Press Release

FAQ

Key Financial Figures

• $20 — net asset value (“NAV”) of $20 per share is now worth $24.07, includin
• $24 — V”) of $20 per share is now worth $24.07, including return of capital, compar
• $21.54 — pared to the benchmark’s value of $21.54. 2 o The Board has taken steps to imp

Filing Documents

• angeloak-defa14a_090325.htm (DEFA14A) — 45KB
• ex2_001.jpg (GRAPHIC) — 73KB
• ex2_002.jpg (GRAPHIC) — 221KB
• ex2_003.jpg (GRAPHIC) — 101KB
• ex2_004.jpg (GRAPHIC) — 130KB
• ex2_005.jpg (GRAPHIC) — 155KB
• ex2_006.jpg (GRAPHIC) — 117KB
• ex2_007.jpg (GRAPHIC) — 180KB
• ex2_008.jpg (GRAPHIC) — 167KB
• ex2_009.jpg (GRAPHIC) — 194KB
• ex2_010.jpg (GRAPHIC) — 75KB
• ex2_011.jpg (GRAPHIC) — 159KB
• ex2_012.jpg (GRAPHIC) — 178KB
• ex2_013.jpg (GRAPHIC) — 164KB
• ex2_014.jpg (GRAPHIC) — 231KB
• ex2_015.jpg (GRAPHIC) — 171KB
• ex2_016.jpg (GRAPHIC) — 92KB
• ex2_017.jpg (GRAPHIC) — 97KB
• 0001999371-25-012498.txt ( ) — 3500KB

From the Filing

DEFINITIVE MATERIALS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material Under to §240.14a-12 Angel Oak Financial Strategies Income Term Trust (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee paid previously with preliminary materials. Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. On September 3, 2025, Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) (the “Fund”) issued a press release, a copy of which is attached hereto as Exhibit 1. Also on September 3, 2025, the Fund issued an investor presentation, a copy of which is attached hereto as Exhibit 2. Exhibit 1 Angel Oak Financial Strategies Income Term Trust Files Presentation Showcasing the New Investment Advisory Agreement Underscores That the New Agreement Continues the Strategy, Management, and Competitive Fee Structure of the Existing Agreement Highlights That the New Agreement Enables the Fund to Leverage Brookfield’s Global Scale and Resources and Deliver Enhanced Value for All Shareholders Encourages Shareholders to Vote “ FOR ” All Ballot Items Atlanta, GA – September 3, 2025 – Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) (the “Fund”) announces that it has filed an investor presentation with the U.S. Securities and Exchange Commission in connection with the Fund’s Special Meeting of Shareholders (the “Special Meeting”) to be held on September 26, 2025. The Fund’s Board of Trustees (the “Board”) recommends that shareholders vote “ FOR ” the approval of the Fund’s new investment advisory agreement (the “New Agreement”), which is substantially identical to the current investment advisory agreement. Key Points of the Presentation: The New Agreement will ensure continuity of the Fund’s operations, investment strategy, and management team. o There will be no material changes to the day-to-day management and operations of the Fund. o There will be no increase in fees. o There will be no changes to the portfolio managers of the Fund. o There will be no changes to shareholders’ daily experience in dealing with the Fund. Shareholders are expected to benefit from the combination of Brookfield Asset Management Ltd.’s (“Brookfield”) scale and Angel Oak Capital Advisors, LLC’s (the “Adviser”) specialization in high-yield, investment-grade opportunities in the community banking sector. o While the Adviser will continue to operate independently under its existing leadership and investment processes, Brookfield’s scale and financial strength are expected to enhance the Adviser’s resources. o The New Agreement is expected to deliver benefits to all shareholders through the Adviser’s improved market access, balance sheet support, and potential synergies and collaboration between the Adviser and Brookfield. Shareholder approval of the New Agreement is essential to the Fund’s efforts to help investors achieve their long-term financial goals. o As of August 31, 2025, the Fund has outperformed its benchmark – the Bloomberg U.S. Aggregate Bond Index – over the 1-, 3-, and 5-year periods, as well as year to date and since inception. 1 o An investment at the Fund’s initial net asset value (“NAV”) of $20 per share is now worth $24.07, including return of capital, compared to the benchmark’s value of $21.54. 2 o The Board has taken steps to improve the Fund’s trading discount to NAV, including increasing the distribution rate and growing the Fund to increase liquidity and trading volumes – as a result, the discount has narrowed to 3.9% as of August 31, 2025, which is one of the best in the Fund’s peer group. 3 o The Fund intends to maintain its level distribution policy at the new, higher distribution rate announced for August 2025. 1 Source: Total return is based on market price and is from Bloomberg. Figures are cumulative. 2 Source: Total return is based on NAV and is from Morningstar. Morningstar’s calculation divides the change in the Fund’s NAV, assuming the reinvestment of all income and capital gains distributions (on the actual reinvestment date used by the Fund) during the period, by the initial NAV. Data a

View Full Filing

View this DEFA14A filing on SEC EDGAR