Advance your knowledge

XA Investments’ Knowledge Bank offers new perspectives on alternative investments based upon in-depth research and innovative thinking.



Explore CLOs

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.

Invest Like the Pros

David Adler  |  Senior Advisor to XA Investments on Economics

This paper explores how investors can use liquidity premiums to drive better portfolio outcomes. It provides actionable ideas regarding the use of illiquid alternatives to help generate higher returns.


Access to Institutional Alternative Credit

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.

Innovating to be better

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.


Reuters Interviews Kimberly Flynn on the Launch of the XAI Octagon Term Trust

New York, NY

In the Reuters article entitled “LPC: Loan market turns to term trust structure as investors search for yield,” Kristen Haunss discusses continued interest in leveraged loans as well as closed-end term trusts which offer a set maturity date and more favorable trading history than perpetual closed-end funds.


NYSE – Opening Bell Ringing

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CLOs Explained

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The videos set forth on this website (the “Videos”) have been prepared by XA Investments LLC for informational purposes and are not intended to be relied upon as a forecast, research or investment advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of December 2017 and may change without notice as subsequent conditions vary. Past performance is no guarantee of future results.

The information and opinions contained in the Videos are derived from proprietary and non-proprietary sources deemed by XA Investments LLC to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by XA Investments LLC, its officers, employees or agents. The Videos may contain ‘forward-looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in the Videos is at the sole discretion of the reader.

All investments carry a certain degree of risk and there is no assurance that an investment will provide positive performance over any time period. The instruments and strategies described in the Videos are not representative of the investment strategy of any fund. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. Investments made by a fund and the results achieved by a fund are not expected to be the same as those made by any other fund, investment objective or policies. There is no guarantee that any investment strategy will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making any investment decision.

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