Virtus Artificial Intelligence & Technology Opportunities Fund — Investor Relations & Filings

Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end fund designed to provide total return through a combination of current income and long-term capital appreciation. The fund focuses on investing in companies poised to benefit from the long-term secular growth opportunities in artificial intelligence and other technologies. It employs a differentiated, multi-asset strategy, dynamically allocating its portfolio across public and private investments, including equities, convertible securities, and debt instruments. Managed by Voya Investment Management, the fund invests at least 80% of its assets in securities of AI companies and technology innovators. It seeks to generate a stable income stream and utilizes a managed distribution plan to provide consistent monthly distributions. The fund has a limited term and is scheduled to terminate around October 2031.