XA Investments Launches AI Research Tool YOGI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: Newsfilter
- AI Tool Launch: XA Investments has introduced YOGI, a generative AI research tool designed to assist consulting clients and research subscribers in analyzing competitor funds and designing new evergreen products, thereby enhancing its competitive edge in the private wealth market.
- Response to Market Demand: The development of this tool is a direct response to the needs of a rapidly growing interval fund consulting and research client base, expected to save clients significant time and costs while improving efficiency in market trend analysis and new product launch strategies.
- Market Growth Potential: The interval and tender offer fund marketplace has rapidly expanded at a 25% compounded annual growth rate over the past three years, with 315 funds currently available and another 50 in the registration process, and YOGI will help users navigate this fast-changing market environment more effectively.
- Future Expansion Plans: XA Investments plans to enhance YOGI's insight capabilities in the future by providing information on new evergreen product structures, including retail 3(c)(7) funds and operating company funds, to meet the evolving market demands.
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About MCN
Madison Covered Call & Equity Strategy Fund (the Fund) is a diversified, closed-end management investment company. The Fund's primary investment objective is to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation. The Fund pursue its investment objectives by investing primarily in large and mid-capitalization common stocks. Under normal market conditions, the Fund seeks to generate current earnings from option premiums by writing (selling) covered call options on a substantial portion of its portfolio securities. The Fund invests at least 80% of its total assets in common stocks, with at least 65% of its total assets in common stocks of large capitalization issuers. The Fund may invest the remainder of its total assets in companies that meet the Fund's growth and value criteria but whose market capitalization is considered as middle-sized or mid-cap. The Fund's investment advisor is Madison Asset Management, LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
XA Investments Launches AI Research Tool YOGI
- AI Tool Launch: XA Investments has introduced YOGI, a generative AI research tool designed to assist consulting clients and research subscribers in analyzing competitor funds and designing new evergreen products, thereby enhancing its competitive edge in the private wealth market.
- Response to Market Demand: The development of this tool is a direct response to the needs of a rapidly growing interval fund consulting and research client base, expected to save clients significant time and costs while improving efficiency in market trend analysis and new product launch strategies.
- Market Growth Potential: The interval and tender offer fund marketplace has rapidly expanded at a 25% compounded annual growth rate over the past three years, with 315 funds currently available and another 50 in the registration process, and YOGI will help users navigate this fast-changing market environment more effectively.
- Future Expansion Plans: XA Investments plans to enhance YOGI's insight capabilities in the future by providing information on new evergreen product structures, including retail 3(c)(7) funds and operating company funds, to meet the evolving market demands.
See More
XA Investments Becomes Adviser to Evanston Multi-Alpha Fund
- Adviser Appointment: XA Investments LLC announced it will become the investment adviser to the Evanston Multi-Alpha Fund, which has a size of $91 million, with the appointment expected to be finalized in Q3 2026, aiming to enhance investor access to institutional-caliber alternative investment strategies.
- Strategic Partnership: Evanston Capital manages $4.4 billion in hedge fund products, and the collaboration will leverage Evanston's nearly 25 years of multi-strategy hedge fund investment experience to enhance portfolio management effectiveness, thereby providing differentiated investment returns for investors.
- Fund Structure Transformation: Plans to convert the Evanston Multi-Alpha Fund into a daily net asset value interval fund aim to expand market reach and simplify the purchasing process for investors, with this transformation expected to occur in the first half of 2027, pending board and shareholder approvals.
- Growth Potential: This partnership will expand the XAI Funds complex from three to four funds, reflecting a proactive response to market demand, while also indicating that XAI's deep expertise in fund operations, distribution, and shareholder engagement will support the Fund's next phase of growth.
See More
XAI Madison Fund Declares Monthly Distribution of $0.060 per Share
- Monthly Distribution Announcement: The XAI Madison Equity Premium Income Fund has declared a monthly distribution of $0.060 per share, payable on June 1, 2026, to shareholders of record as of May 15, 2026, reflecting the fund's commitment to maintaining stable distributions.
- Source of Distribution Clarification: The distribution amount remains unchanged from the previous month, indicating that while the fund's net investment income and capital gains may fluctuate, it aims to provide consistent quarterly distributions to bolster investor confidence.
- Tax Implications Notice: The distributions may derive from net investment income, capital gains, or return of capital, and investors should be aware of the tax implications, with specific tax characteristics reported on Form 1099 at the end of 2026.
- Future Distribution Uncertainty: Future distributions will be determined by the fund's Board of Trustees based on factors such as net investment income, financial performance, and available cash, necessitating investor caution regarding the amount and timing of future distributions.
See More
XAI Madison Fund to Host Quarterly Webinar
- Quarterly Webinar Announcement: The XAI Madison Equity Premium Income Fund is set to host its quarterly webinar on May 5, 2026, at 12:00 PM ET, moderated by XAI President Kimberly Flynn, aimed at providing investors with updates on fund dynamics and investment strategies.
- Clear Investment Objectives: The fund's primary objective is to deliver a high level of current income and gains while pursuing capital appreciation, with a portfolio primarily consisting of high-quality large and mid-cap stocks to ensure long-term earnings growth at reasonable prices.
- Covered Call Strategy: The fund will consistently sell covered call options on its portfolio stocks to seek current earnings from option premiums, a strategy that enhances income flow but does not guarantee the achievement of investment objectives.
- Management Team Background: Madison Investments, founded in 1974, manages approximately $28 billion in assets and has over 20 years of experience in managing covered call strategies, demonstrating robust performance across various market cycles, which further boosts investor confidence in the fund.
See More
XA Investments Appoints New Head of Product Development
- Executive Appointment: XA Investments LLC has announced the appointment of Lauren Michalak as managing director and head of product development and strategy, responsible for proprietary closed-end funds, which is expected to enhance the firm's product innovation and market strategy efforts.
- Extensive Experience: Michalak brings 20 years of experience from Nuveen, where she raised over $15 billion in new capital and led complex cross-functional initiatives across multiple fund structures, demonstrating her deep expertise in all stages of the product development lifecycle.
- Strategic Growth: At Nuveen, she was responsible for the strategy of the North American Responsible Investing business line, managing over $100 billion in assets, and designed multi-year strategic plans focused on growth in sustainability investment capabilities, which is likely to provide XA's clients with more competitive investment products.
- Educational Background: Lauren earned her MBA from the University of Chicago Booth School of Business and a Bachelor of Arts in economics and mathematics from Loyola University Chicago, graduating with highest honors, and holds FINRA licenses, showcasing her professional qualifications in the finance sector.
See More
XAI Octagon Trust Announces 1-for-5 Reverse Stock Split
- Reverse Stock Split: XAI Octagon Floating Rate & Alternative Income Trust has announced a 1-for-5 reverse stock split, effective March 20, 2026, which will consolidate every five shares into one, potentially enhancing the market value per share and improving investor confidence.
- Dividend Adjustment: Following the reverse split, the monthly dividend will increase from $0.060 to $0.30 per share, reflecting the Trust's confidence in future earnings growth and attracting more investor interest in its income potential.
- Trading Arrangements: Post-split, the Trust's common shares will begin trading on March 23, 2026, ensuring that all shareholders maintain their ownership percentages, which enhances market liquidity and transparency.
- Shareholder Rights Protection: The reverse split will not issue fractional shares, with cash compensation provided instead, ensuring all shareholders' rights are protected and further enhancing the Trust's governance structure and investor trust.
See More
XA Investments Launches AI Research Tool YOGI
- AI Tool Launch: XA Investments has introduced YOGI, a generative AI research tool designed to assist consulting clients and research subscribers in analyzing competitor funds and designing new evergreen products, thereby enhancing its competitive edge in the private wealth market.
- Response to Market Demand: The development of this tool is a direct response to the needs of a rapidly growing interval fund consulting and research client base, expected to save clients significant time and costs while improving efficiency in market trend analysis and new product launch strategies.
- Market Growth Potential: The interval and tender offer fund marketplace has rapidly expanded at a 25% compounded annual growth rate over the past three years, with 315 funds currently available and another 50 in the registration process, and YOGI will help users navigate this fast-changing market environment more effectively.
- Future Expansion Plans: XA Investments plans to enhance YOGI's insight capabilities in the future by providing information on new evergreen product structures, including retail 3(c)(7) funds and operating company funds, to meet the evolving market demands.
See More
XA Investments Becomes Adviser to Evanston Multi-Alpha Fund
- Adviser Appointment: XA Investments LLC announced it will become the investment adviser to the Evanston Multi-Alpha Fund, which has a size of $91 million, with the appointment expected to be finalized in Q3 2026, aiming to enhance investor access to institutional-caliber alternative investment strategies.
- Strategic Partnership: Evanston Capital manages $4.4 billion in hedge fund products, and the collaboration will leverage Evanston's nearly 25 years of multi-strategy hedge fund investment experience to enhance portfolio management effectiveness, thereby providing differentiated investment returns for investors.
- Fund Structure Transformation: Plans to convert the Evanston Multi-Alpha Fund into a daily net asset value interval fund aim to expand market reach and simplify the purchasing process for investors, with this transformation expected to occur in the first half of 2027, pending board and shareholder approvals.
- Growth Potential: This partnership will expand the XAI Funds complex from three to four funds, reflecting a proactive response to market demand, while also indicating that XAI's deep expertise in fund operations, distribution, and shareholder engagement will support the Fund's next phase of growth.
See More
XAI Madison Fund Declares Monthly Distribution of $0.060 per Share
- Monthly Distribution Announcement: The XAI Madison Equity Premium Income Fund has declared a monthly distribution of $0.060 per share, payable on June 1, 2026, to shareholders of record as of May 15, 2026, reflecting the fund's commitment to maintaining stable distributions.
- Source of Distribution Clarification: The distribution amount remains unchanged from the previous month, indicating that while the fund's net investment income and capital gains may fluctuate, it aims to provide consistent quarterly distributions to bolster investor confidence.
- Tax Implications Notice: The distributions may derive from net investment income, capital gains, or return of capital, and investors should be aware of the tax implications, with specific tax characteristics reported on Form 1099 at the end of 2026.
- Future Distribution Uncertainty: Future distributions will be determined by the fund's Board of Trustees based on factors such as net investment income, financial performance, and available cash, necessitating investor caution regarding the amount and timing of future distributions.
See More
XAI Madison Fund to Host Quarterly Webinar
- Quarterly Webinar Announcement: The XAI Madison Equity Premium Income Fund is set to host its quarterly webinar on May 5, 2026, at 12:00 PM ET, moderated by XAI President Kimberly Flynn, aimed at providing investors with updates on fund dynamics and investment strategies.
- Clear Investment Objectives: The fund's primary objective is to deliver a high level of current income and gains while pursuing capital appreciation, with a portfolio primarily consisting of high-quality large and mid-cap stocks to ensure long-term earnings growth at reasonable prices.
- Covered Call Strategy: The fund will consistently sell covered call options on its portfolio stocks to seek current earnings from option premiums, a strategy that enhances income flow but does not guarantee the achievement of investment objectives.
- Management Team Background: Madison Investments, founded in 1974, manages approximately $28 billion in assets and has over 20 years of experience in managing covered call strategies, demonstrating robust performance across various market cycles, which further boosts investor confidence in the fund.
See More
XA Investments Appoints New Head of Product Development
- Executive Appointment: XA Investments LLC has announced the appointment of Lauren Michalak as managing director and head of product development and strategy, responsible for proprietary closed-end funds, which is expected to enhance the firm's product innovation and market strategy efforts.
- Extensive Experience: Michalak brings 20 years of experience from Nuveen, where she raised over $15 billion in new capital and led complex cross-functional initiatives across multiple fund structures, demonstrating her deep expertise in all stages of the product development lifecycle.
- Strategic Growth: At Nuveen, she was responsible for the strategy of the North American Responsible Investing business line, managing over $100 billion in assets, and designed multi-year strategic plans focused on growth in sustainability investment capabilities, which is likely to provide XA's clients with more competitive investment products.
- Educational Background: Lauren earned her MBA from the University of Chicago Booth School of Business and a Bachelor of Arts in economics and mathematics from Loyola University Chicago, graduating with highest honors, and holds FINRA licenses, showcasing her professional qualifications in the finance sector.
See More
XAI Octagon Trust Announces 1-for-5 Reverse Stock Split
- Reverse Stock Split: XAI Octagon Floating Rate & Alternative Income Trust has announced a 1-for-5 reverse stock split, effective March 20, 2026, which will consolidate every five shares into one, potentially enhancing the market value per share and improving investor confidence.
- Dividend Adjustment: Following the reverse split, the monthly dividend will increase from $0.060 to $0.30 per share, reflecting the Trust's confidence in future earnings growth and attracting more investor interest in its income potential.
- Trading Arrangements: Post-split, the Trust's common shares will begin trading on March 23, 2026, ensuring that all shareholders maintain their ownership percentages, which enhances market liquidity and transparency.
- Shareholder Rights Protection: The reverse split will not issue fractional shares, with cash compensation provided instead, ensuring all shareholders' rights are protected and further enhancing the Trust's governance structure and investor trust.
See More
