XA Investments

April 15, 2025

Eye on Alts: April 15

Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!

February 19, 2025

Record growth: Interval funds emerge as key players in alternative investments

"Interval funds' design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution." — Kimberly Flynn, XA Investments

August 26, 2024

Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports

The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.

Aug 29, 2024

XAI Octagon Floating Rate & Alternative Income Trust Q2 2024 Quarterly Webinar

Every quarter the Octagon portfolio management team reviews the Trust’s performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Date: Thursday, August 29, 2024 Time: 11:00 AM ET…

July 2, 2024

XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend

XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.

June 12, 2024

Kevin Davis Joins XA Investments as Head of Sales & Distribution

Mr. Davis brings a wealth of alternative investment expertise to bear in leading XAI’s distribution efforts in the interval fund and closed-end fund marketplace.

June 4, 2024

XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.085 per Share

XAI Octagon Floating Rate & Alternative Income Trust has declared its regular monthly distribution of $0.085 per share on the Trust’s common shares to common shareholders of record as of June 17, 2024.

February 29, 2024

Not Just for Advisors: Industry is All In at Alts Summit 2024

Attending Alts Summit 2024 will give you all the tools and connections you need to truly maximize the benefits alts can have in your practice.

September 5, 2023

Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…