The Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end management investment company listed on the New York Stock Exchange under the ticker AIO. The fund is designed to provide investors with exposure to companies that are leading or benefiting from developments in artificial intelligence, machine learning, robotics, automation and related technology themes. It seeks to capitalize on the long-term secular growth trends driven by data analytics, cloud computing, digital commerce and next-generation semiconductor manufacturing.
The fund pursues its investment objective by acquiring a diversified portfolio of equity and equity-related securities issued by domestic and international companies of varying market capitalizations. Its universe spans established technology giants, mid-cap innovators and select emerging-market players whose products and services enable or enhance AI-driven applications. Portfolio selections are based on a combination of fundamental research, quantitative analysis and thematic screening to identify businesses with sustainable competitive advantages.
Investment management and advisory services for the fund are provided by Virtus Investment Partners in collaboration with Vontobel Asset Management, leveraging expertise in both active strategy design and risk management. The team focuses on identifying early adoption catalysts, revenue growth potential and scalability of technology platforms, while also evaluating balance-sheet strength and corporate governance practices. Geographic exposure typically includes North America, Europe and Asia, with allocations adjusted to capture attractive entry points and sector rotation dynamics.
The Virtus Artificial Intelligence & Technology Opportunities Fund commenced operations in mid-2021 and distributes dividends on a monthly basis. It offers investors an efficient means of accessing a thematic portfolio that targets capital appreciation and current income through the growth of artificial intelligence and technology innovation worldwide.
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