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XA's Hagen on the interval fund boom

XA's Hagen on the interval fund boom

The NAVigator · Active Investment Company Alliance

November 8, 202412m 37s

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Show Notes

Jared Hagen, Vice President at XA Investments, discusses this year's unprecedented growth in interval and tender-offer funds and how the number of funds in registration guarantees the trend will continue through 2025. Hagen talks about why the investment community has taken a shine to interval funds and covers how the expansion into the space has included some unique partnerships, with firms like KKR and Capital Group pairing up to bring new products to market.