Closed-end funds (CEFs) have evolved considerably over the past two decades. Historically, CEFs have contained more traditional asset classes but repurposing them for the sake of offering unique entry to alternatives presents an opportunity for the investor.
XA Investments’ Knowledge Bank offers new perspectives on alternative investments based upon in-depth research and innovative thinking.
March 31, 2018
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.
July 2, 2018
XAI Octagon Floating Rate & Alternative Income Term Trust (“XFLT” or the “Trust”) has declared its regular monthly distribution of $0.0690 per share on the Trust’s common shares, payable on August 1, 2018 to common shareholders of record as of July 16, 2018.
December 11, 2017
In this paper, we discuss the investment case for Collateralized Loan Obligations (CLOs). Learn what factors to consider when adding CLO Debt and CLO Equity to a portfolio.
XA Investments LLC (“XAI”) is a Chicago-based registered investment advisor founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. As of December 31, 2017, XAI advised funds with approximately $120 million in managed assets.
June 20, 2018
XA Investments Notes Growing Number of Partnerships among Alternatives Managers and Distribution Firms in New FundFire Article
New York, NY
Tom Stabile’s new article, “Apollo Teams with American Beacon on Advisor Alts Fund,” discusses the partnership between Apollo Global Management and American Beacon Advisors to launch an upcoming interval fund based on an existing Apollo hedge fund strategy.