Overview

XAI believes that the investing public benefits from better access to institutional alternative strategies. As such, the firm has partnered with Octagon Credit Investors, LLC, a leading institutional credit investor and top 10. U.S. CLO issuer.1

XFLT

XAI Octagon Floating Rate & Alternative Income Trust

XFLT is a listed closed-end fund which trades on the NYSE. The Trust is dynamically managed and invests primarily within the private credit markets including floating-rate loans, CLO debt and CLO equity. The Trust’s portfolio as of June 30, 2018 was invested in CLO debt and equity (47%), first lien and second lien loans (48%) and other investments (5%).

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XOCT2

XAI Octagon Credit Trust

XOCT is a non-listed closed-end fund that will invest primarily in CLO debt and CLO equity securities.

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