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    Kevin Davis • XA Investments

    Kevin Davis is Managing Director and Head of Sales & Distribution at XA Investments, where he leads initiatives focused on alternative investment strategies for institutional and high-net-worth clients. Leveraging deep industry experience and specialized knowledge in asset distribution, Davis spearheads partnerships with a range of investment firms and financial professionals to expand XA’s market reach. He began his role as Managing Director at XA Investments in January 2023, bringing over a decade of background in institutional sales and distribution gained from prior leadership positions at prominent asset management and financial services firms. Davis holds advanced industry credentials, including FINRA securities licenses, which support his leadership in complex distribution channels and alternative investment vehicles.

    Kevin Davis's questions to Xai Octagon Floating Rate & Alternative Income Trust (XFLT) leadership

    Kevin Davis's questions to Xai Octagon Floating Rate & Alternative Income Trust (XFLT) leadership • Q4 2024

    Question

    Kevin Davis of XA Investments prompted a discussion on XFLT's shareholder base and its strategy for growth.

    Answer

    Kimberly Flynn, President of XA Investments, described the shareholder base as widely diversified with many small investors and minimal large institutional or activist presence. For growth, she explained the fund primarily uses its at-the-market (ATM) program to accretively issue shares, taking advantage of strong market demand. She stated the benefits of scale are a lower operating expense ratio and improved daily trading liquidity for shareholders.

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