XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Q2 2025 Earnings Call Transcript


XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT) Q2 2025 Earnings Conference Call August 26, 2025 11:00 AM ET

Company Participants

Kevin Davis – Managing Director
Kimberly Ann Flynn – Partner & President
Lauren Kristen Law – Senior Portfolio Manager

Conference Call Participants

Kevin Davis

Good morning. Welcome to the XFLT Second Quarter Update Webinar. Thank you so much for joining us today. We’re excited to get to the primary content, but I do have a few housekeeping items we need to cover first. Let me begin this morning with some brief introductions. I’m Kevin Davis with XA Investments. I head up sales and distribution for the firm. I’m happy to be joined today by Lauren Law from Octagon Credit, who’s a Senior Portfolio Manager. She joined the firm in 2004 and oversees Octagon’s structured credit investment strategies. Today, she’ll be covering the macro environment for the leveraged loan in CLO markets. She’ll address credit spreads in the space and the impact — the potential impact of interest rate changes on the portfolio. We’re also joined today by my colleague, Kim Flynn, who is the President of XA Investments. Kim will be walking us through the financial highlights from the quarter, fund performance as well as how XFLT compares with other CLO focused products.

Before we get into the presentation, we do have a few important disclosures that we want to address. We will be talking about performance throughout the presentation. Certainly, past performance does not guarantee future results and current performance may be higher or lower than the performance that it quoted. We will also be discussing market outlook and the materials do contain forward-looking statements. Investors should not place undue reliance on forward-looking statements. We encourage you to review all of the general disclosures of the presentation.



#XAI #Octagon #Floating #Rate #Alternative #Income #Trust #XFLT #Earnings #Call #Transcript

Leave a Reply

Your email address will not be published. Required fields are marked *