XFLT

XFLT Hosts Webinar on Benefits of the King Street Sub-Adviser XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 19, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), shared an informational webinar featuring XAI President Kimberly Flynn, who spoke directly to XFLT shareholders on the benefits of the new investment sub-advisory agreement among the Fund, XA Investments LLC and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidiary of King Street Capital Management, L.

Fees Will NOT Increase If Proposal Is Approved Terminated Sub-Adviser Octagon’s "Proven Investment Team" Responsible for -54% NAV Erosion at XFLT and Seven CLO Defaults Across Its Own Portfolio XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 18, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), responded to misleading claims regarding the approval of a new investment sub-advisory agreement among the Fund, XAI and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidi

Notes that Board Seemingly Conducted Inadequate Diligence on its Proposed Sub-Adviser Board’s Proposal Would Increase Fees Paid to XAI While Replacing a Proven Investment Team Urges Shareholders to Vote AGAINST the New Sub-Adviser Proposal 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

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

The Terminated Sub-Adviser Octagon Attempts to Manufacture Confusion; XFLT Shareholders Deserve to Know the Truth XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 17, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC, manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), provides answers to shareholders’ questions regarding the approval of a new investment sub-advisory agreement among the Fund, XA Investments LLC and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidiary of King Street Capital Management, L.P. ("King Street") i

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

XFLT Published Letters (Letter #1 and Letter #2) and a Comprehensive Presentation to Shareholders Addressing Misstatements and Falsehoods Made by Terminated Sub-Adviser Octagon Credit Investors Terminated Sub-Adviser Characterizes Track Record of -54% NAV Reduction Since the Fund’s Inception As "Admirable" Shareholders Deserve Qualified Sub-Adviser with Potential for XFLT to Increase Distributions, Enhance Performance, and with No Fee Increases Fund Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 16, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC, manager of XAI Floating Rate & Alternative In

Notes XFLT’s Underlying Assets Have Outperformed Their Applicable Benchmarks Even as the Board and XFLT’s Adviser Are Responsible for Questionable Capital Structure, Distribution and Fee Decisions that Have Harmed Shareholders Exposes Contradiction in the Board’s Claim that Octagon Is "NOT Responsible" for Fund Management and Operations While Blaming Octagon for What the Board Regards as the Fund’s Underperformance Urges Shareholders to Vote AGAINST the New Sub-Adviser Proposal on the BLUE Proxy Card 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:

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

Proposes Better Path Forward for XFLT Shareholders Urges All Shareholders to Vote the BLUE Proxy Card AGAINST the Proposal to Approve a New Sub-Advisory Agreement with an Unproven Investment Manager at No Savings to Shareholders 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"). T

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

SADDLE BROOK, N.J., July 02, 2026 (GLOBE NEWSWIRE) -- Bulldog Investors, LLP, a significant shareholder of XAI Floating Rate & Alternative Income Trust (NYSE:XFLT), holding 310,000 shares, announced today that it intends to vote against a new sub-advisory agreement at the July 30th special meeting of shareholders unless and until the Board of Trustees agrees to provide an opportunity for shareholders to monetize their shares at a price close to net asset value (NAV). For background, XFLT initially sold shares to investors in 2017 at a price (adjusted for a recent one-for-five reverse stock split) of $50 per share. Notably, XFLT was structured as a "term trust" that was slated to be to wou

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEF 14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

DEFA14A - XAI Floating Rate & Alternative Income Trust (0001703079) (Filer)

CHICAGO, June 19, 2026 (GLOBE NEWSWIRE) -- XAI Floating Rate & Alternative Income Trust (NYSE:XFLT) ("XFLT") and XAI CLO & Income Opportunities Fund ("OCTIX") (together, the "Funds") today announced that they will host a webinar on June 30, 2026, at 11:00 a.m. Eastern Time. Kimberly Flynn, President at XA Investments ("XAI") and Kevin Davis, Managing Director at XAI, will review proposed changes to the Funds and the potential benefits to shareholders. Young Choi, Partner and Portfolio Manager, will introduce King Street Capital Management ("King Street") and Rockford Tower Asset Management (the "King Street Sub-Adviser"), a wholly owned subsidiary of King Street and the Funds’ proposed su

N-CSRS - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Filer)

CHICAGO, June 01, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.225 per share on the Trust's common shares (NYSE:XFLT), payable on July 1, 2026, to common shareholders of record as of June 15, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.225 per share. The following dates apply to the declaration:   Ex-Dividend DateJune 15, 2026  Record DateJune 15, 2026  Payable DateJuly 1, 2026  Amount$0.225 per common share  Change from Previous MonthNo Change   Common share distributions may be paid from net investment income

PRE 14A - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Filer)

8-K - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Filer)

CHICAGO, May 20, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC, a Chicago-based alternative investment management and consulting firm, announced the availability of the firm's first generative artificial intelligence capability for its consulting clients and research subscribers. XA Investments built YOGI, a proprietary GenAI research tool designed to transform how business development and product strategists analyze competitor funds and design new evergreen products for the private wealth marketplace. XA Investments partnered with RavenPack in developing the tool, using its Bigdata.com platform. "Our new GenAI tool is a direct response to the needs of our fast-growing interval fund consul