Unlike Two Harbors (NYSE:TWO) which dabbles in multiple areas of the mortgage market, Annaly Capital Management (NYSE:NLY) has historically only invested in safe, agency securities -- until now. Annaly has slowly been adding more commmerical, non-agency investments to its portfolio.

Some investors think this is a bad move and another signal that Annaly doesn't have a consistent investment process. In the following video, Motley Fool analyst David Hanson tells Matt Koppenheffer why he isn't too concerned about Annaly's recent moves.

David Hanson owns shares of Annaly Capital Management. Matt Koppenheffer has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.