XA Investments

July 22, 2025

Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility

The market update is a comprehensive research report detailing current market trends and industry highlights.

July 16, 2025

Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports

...the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.

Jul 23, 2025

Alts and Answers Luncheon – Chicago, IL

Join us for the launch of Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. Presenting Firms: Veritas Investment Group XA Investments

Aug 14, 2025

Alts and Answers Luncheon – Houston, TX

Join us for Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. As part of our renewed focus on performance data and advisor education, we’ve reimagined our approach to industry engagement. Rather than a large-scale annual…

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.