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.

1Q19 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.

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.