In the U.S. market, the non-listed closed-end fund structures known as interval funds and tender offer funds provide intermittent liquidity while offering a more appropriate wrapper for a large swath of alternative strategies.
XA Investments’ Knowledge Bank offers new perspectives on alternative investments based upon in-depth research and innovative thinking.
July 8, 2019
XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is designed to address demand by individual investors for institutional-caliber strategies in an innovative fund structure. The Trust seeks attractive total return with an emphasis on income generation across multiple stages of the credit cycle.
August 1, 2019
XAI Octagon Floating Rate & Alternative Income Term Trust Declares Monthly Distribution of $0.073 per Share
August 1, 2019, Chicago – XAI Octagon Floating Rate & Alternative Income Term Trust (“XFLT” or the “Trust”) has declared its regular monthly distribution of $0.0730 per share on the Trust’s common shares, payable on September 3, 2019 to common shareholders of record as of August 15, 2019, as noted below. The amount of the
WebinarsSee all webinars
July 1, 2019
Jennifer Pruett |
The means by which investors access alternatives continues to evolve.
This thought piece explores how financial advisors can help clients harness the liquidity premiums generated by less liquid asset classes — and avoid paying for excess liquidity.
July 18, 2019
In “3 Investment Strategies for the Remainder of 2019,” Juliette Fairley describes different investment recommendations that may become compelling as the economy begins to weaken/correct.