Octagon Responds to Increasingly Desperate Claims by XFLT’s Board
Octagon Credit Investors, LLC (“Octagon” or “our”), a leading credit-focused asset manager with 30 years of experience, today responded to the ongoing false claims made by XAI Floating Rate & Alternative Income Trust (
NYSE: XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the “Fund” or “XFLT”) in connection with XFLT’s upcoming special meeting of shareholders, which is scheduled to be held on July 30, 2026 (the “Special Meeting”).
Octagon Responds to Disingenuous Attempt by the XFLT Board to Sidestep Responsibility for “XFLT’s Performance Challenges”
Octagon Credit Investors, LLC (“Octagon” or “our”), a leading credit-focused asset manager, today responded to the false claims made by XAI Floating Rate & Alternative Income Trust (
NYSE: XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the “Fund” or “XFLT”) in connection with XFLT’s upcoming special meeting of shareholders, which is scheduled to be held on July 30, 2026 (the “Special Meeting”). At the Special Meeting, the Board of Trustees of XFLT (the “Board”) is seeking shareholder approval of a new investment sub-advisory agreement (the “New Sub-Adviser Proposal”) that will benefit the Fund’s adviser, XA Investments LLC (“XAI”).
Octagon Publishes Presentation Detailing Opposition to XFLT’s Proposed Sub-Adviser Change
Octagon Credit Investors, LLC (“Octagon”), a leading credit-focused asset manager and shareholder of the XAI Floating Rate & Alternative Income Trust (
NYSE: XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the “Fund” or “XFLT”), today announced that it has published a presentation to shareholders in connection with the Fund’s upcoming special meeting of shareholders, which is scheduled to be held on July 30, 2026 (the “Special Meeting”).
Octagon Urges XFLT Shareholders to Choose a Better Path Forward and Vote AGAINST the Board's Proposed Sub-Adviser Change
Octagon Credit Investors, LLC (“Octagon”), a leading credit-focused asset manager, today announced that it has filed its definitive proxy statement with the U.S. Securities and Exchange Commission (the “SEC”) and has issued an open letter to shareholders of XAI Floating Rate & Alternative Income Trust (
NYSE: XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the “Fund” or “XFLT”) in connection with the Fund’s upcoming special meeting of shareholders which is scheduled to be held on July 30, 2026 (the “Special Meeting”).
Octagon Opposes the Proposed Appointment of Rockford Tower Asset Management as XFLT’s Sub-Adviser
Octagon Credit Investors, LLC (“Octagon”), a leading credit-focused asset manager, today announced that it intends to file a preliminary proxy statement with the U.S. Securities and Exchange Commission (the “SEC”) and has issued an open letter to shareholders of the Fund in connection with the upcoming special meeting of shareholders of XAI Floating Rate & Alternative Income Trust (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the “Fund” or “XFLT”), which is scheduled to be held on July 30, 2026 (the “Special Meeting”).
Andy Gordon to Transition to Senior Advisor Role
Octagon Credit Investors, LLC (“Octagon”), a leading credit-focused investment manager overseeing $33 billion in total assets, announced today that effective January 1, 2025, Andrew Gordon, Executive Chair, will step back from his day-to-day duties and assume the role of Senior Advisor.
Octagon Credit Investors names Gretchen Lam as Chief Executive Officer
Octagon Credit Investors, LLC (“Octagon”), a leading credit-focused investment manager overseeing $35 billion in total assets, is pleased to announce that Gretchen Lam, Senior Portfolio Manager, will succeed Andrew Gordon as Chief Executive Officer, effective January 1, 2024.
