XAI Octagon Floating Rate & Alternative Income Tr (XFLT) Q4 2025 Earnings Call Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call XAI Octagon Floating Rate & Alternative Income Tr (XFLT) Q4 2025 Earnings Call March 4, 2026 11:00 AM EST Company Participants Kevin DavisKimberly Flynn - Partner & PresidentLauren Law Presentation Kevin Davis Good morning. Welcome to the XFLT Fourth Quarter Update Webinar. Thank you so much for joining us today. We've got a lot of important information to cover, and we're excited to get to the prepared remarks. But I do have several brief housekeeping items we need to address. Let me first begin with some 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. She'll be covering the performance of the fund throughout the fourth quarter. She'll address spread compression in the industry, and she's going to provide an update on market conditions and outlook of the asset class going forward. We're also joined today by my colleague, Kim Flynn, who's the President of XA Investments. Kim will be walking us through the financial highlights of the fund, some recent developments in the industry and trading trends in the closed-end fund space. Before we get into the presentation, we do have a few important disclosures 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 data quoted. We will also be discussing the 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 the general disclosures of the presentation. And then one last housekeeping item. Please note