Transparency

Octagon strives to be best in class in portfolio transparency & comprehensive reporting

Access

Octagon’s investors benefit from direct access to our entire team of investment professionals & accounting collateral administration staff

Discipline

Octagon employs a proven, repeatable, scalable & regimented investment process with a consistent style over 25 years

Capital Preservation

Octagon strives to preserve investor capital through fundamental credit analysis, relative value asset selection & active portfolio management

Our Firm

Octagon’s cohesive team of experienced investment professionals has successfully performed together through multiple credit cycles over the firm’s 30 year history

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Our Process

Octagon employs a proven, repeatable, scalable & regimented investment process with a consistent style over 30 years

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Our Platforms

Through its various investment platforms, Octagon seeks to provide investors with differentiated access to the below investment grade corporate credit market

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Contact

Let's start a conversation. Please reach out to us via email or phone.

News

News Headlines & Octagon Press Releases

Platforms

Through its various investment platforms, Octagon seeks to provide investors with differentiated access to the below investment grade corporate credit market.

Team

Octagon’s experienced team of investment professionals have worked together for many years and have managed funds through multiple credit cycles over the firm’s 25+ year history.

XA Investments LLC and Octagon Credit Investors, LLC ring The NYSE Opening Bell

XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) Prices Initial Public Offering

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In February 2016, Conning acquired a majority stake in Octagon. Conning is a leading global investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has offices in North America, Europe and Asia.