Credit Focused Funds
Private open-ended funds offer qualified investors access to Octagon’s time-tested, disciplined, institutional investment process for a low minimum investment. Octagon also partners with investment advisers to serve as sub-adviser for third-party managed funds/accounts, including open-ended commingled private funds and registered closed-end funds.
Closed End Funds
Octagon is the investment sub-adviser to XAI Octagon Floating Rate & Alternative Income Trust (XFLT), and Octagon XAI CLO Income Fund (OCTIX). XFLT is a NYSE-listed, registered closed-end fund designed for investors seeking attractive total return with an emphasis on income generation through investments in CLO debt and CLO equity securities, senior secured loans, and opportunistic credit. OCTIX is a continuously offered, registered closed-end interval fund designed to provide high income and total return primarily through investments in CLO debt and CLO equity securities. For additional information about XFLT and/or OCTIX, please contact XA Investments LLC or your financial advisor. Securities are not being offered by Octagon or Conning Investment Products.