Using Alternatives to Achieve Your Retirement Goals

David Adler  |  Senior Advisor to XA Investments on Economics

Modern advancements in closed-end fund (CEF) design allow individuals access to a broader set of alternative investment options for retirement portfolios.

3Q19 XFLT Trust Overview

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.

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.

Navigating a Rising Interest Rate Environment

XA Investments and Octagon believe that floating-rate loans and collateralized loan obligations are compelling investment options in today’s rising rate environment.

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 June 30, 2019, XAI advised funds with approximately $117 million in managed assets.

Invest Like the Pros: Liquidity Premium White Paper

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.