Credit Focused Funds

Octagon manages private credit-focused funds including commingled open-ended funds, sub-advised strategies and a publicly listed closed-end fund.  Investment portfolios within our private fund platform include high income, secured credit and structured credit strategies.  Our private commingled open-ended funds focus on capital preservation and income generation, and offer qualified investors access to Octagon’s time-tested, disciplined, institutional investment process for a low minimum investment.  Octagon also partners with high-caliber investment advisers to serve as sub-adviser for third party funds/accounts.

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.