XA Investments and Octagon believe that floating-rate loans and collateralized loan obligations are compelling investment options in today’s rising rate environment.
September 25, 2018
December 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.
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.