NOT FOR DISTRIBUTION IN THE U.S. TORONTO, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Picton Mahoney Asset Management (“PICTON Investments”) today announced the launch of a US dollar-denominated class of units of the PICTON Multi-Strategy Alpha Alternative Fund, Class UF units. With the addition of these units, the fund will offer six classes of units: Class A, Class F, Class FT, Class I, Class UF and ETF Units. Class A, Class F, Class FT, Class I and ETF units of the fund are currently available to the public. Fund ...

I've long held a belief that investors don't need alternative investment strategies like private equity to have a diversified portfolio, especially today when there are more ETFs and funds than ever.Macro strategist and investment advisor from Southern California. You can also find me on YouTube and Substack under my name; my weekly newsletter is called The Macro Obsession.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BN, BX, KKR, APO either through stock ownership, options, or ...

Core Points - XAI Madison Equity Premium Income Fund has changed its fiscal year end to September 30 from December 31 to align with other funds in its complex [1] - The Fund will file a Transition Report on Form N-CSR for the nine-month period from January 1, 2025, to September 30, 2025 [2] Company Overview - XA Investments LLC serves as the investment adviser for the Fund and was founded in 2016 by XMS Capital Partners [3] - XA Investments manages two listed closed-end funds and one interval closed-end fund, all of which are available on the New York Stock Exchange [3] - The firm also provides investment fund structuring and consulting services focused on registered closed-end funds [4] - XA Investments aims to provide individual investors access to institutional-caliber alternative investment strategies [5] Additional Company Information - XMS Capital Partners, established in 2006, offers M&A, corporate advisory, and asset management services with offices in Chicago, Boston, and London [6] - Madison Investments, founded in 1974, manages approximately $29.6 billion in assets as of September 30, 2025, and is recognized as a top investment firm [7] - Madison Investments offers a variety of investment management strategies, including domestic fixed income and international equity [7]

Company Overview - XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is planning to host a Quarterly Webinar on August 26, 2025, at 11:00 am (Eastern Time) [1] - The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle [3] - The Trust aims to invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments under normal market conditions [3] Investment Management - XA Investments LLC (XAI) serves as the investment adviser for the Trust and other funds, focusing on providing investment advisory services and fund structuring [4] - Octagon Credit Investors, LLC acts as the Trust's investment sub-adviser, managing a portfolio of below-investment grade corporate credit with a focus on leveraged loans, high yield bonds, and structured credit [6] - Octagon has over 30 years of experience and manages approximately $32.6 billion in assets, employing fundamental credit analysis and active portfolio management to identify investment opportunities [6] Trading Information - The Trust's common shares are traded on the New York Stock Exchange under the symbol "XFLT," and its 6.50% Series 2026 Term Preferred Shares are traded under the symbol "XFLTPRA" [4]

Group 1 - The XAI Madison Equity Premium Income Fund plans to host a Quarterly Webinar on August 7, 2025, at 11:00 am (Eastern Time) [1] - The webinar will be moderated by Jared Hagen, with participation from Kimberly Flynn and Ray Di Bernardo [1] - A replay of the webinar will be available in the Knowledge Bank section of xainvestments.com [2] Group 2 - The Fund's primary investment objective is to provide a high level of current income and gains, with a secondary objective of capital appreciation [3] - The Fund invests primarily in high quality, large and mid-capitalization stocks that are considered reasonably priced relative to their long-term earnings growth rates [3] - The Fund employs a strategy of selling covered call options on its portfolio stocks to generate current earnings from option premiums [3] Group 3 - XA Investments LLC, founded in 2016, serves as the investment adviser for multiple closed-end funds and provides investment fund structuring and consulting services [4] - XMS Capital Partners, established in 2006, offers M&A, corporate advisory, and asset management services with offices in Chicago, Boston, and London [5] - Madison Investments, founded in 1974, manages approximately $28 billion in assets and has expertise in covered call strategies [6]

Core Insights - Catalyst Capital Advisors LLC has announced the hiring of Robert Gallant as Executive Director of Institutional Relations and Bryan Kitchner as Vice President, Portfolio Strategist, to enhance its institutional business and portfolio strategy offerings [1][2][3] Group 1: Company Developments - The organization has surpassed $12 billion in assets under management (AUM) as of March 31, 2025, indicating significant growth [2] - Gallant will oversee the firm's institutional business and sales efforts, while Kitchner will focus on educating financial advisors about alternative investment strategies [2][3] - The CEO of Catalyst, Jerry Szilagyi, emphasized the importance of educating clients on diversifying portfolios through non-traditional strategies [3] Group 2: Personnel Background - Robert Gallant previously served as Director of National Accounts at PGIM Investments and has experience with Northern Trust, J.P. Morgan, and BMO Capital Markets [3][4] - Bryan Kitchner was most recently a Senior Investment Strategist at the Metropolitan Transportation Authority and has worked at Bank of America and The Segal Group [4][5] Group 3: Product Offerings - Catalyst offers a diverse suite of non-traditional fixed income, equity, and alternative products aimed at providing uncorrelated return streams and improving client experiences [4] - The firm currently manages 34 investment products designed to produce income- and equity-oriented returns while managing risk and volatility [6]