Tortoise Energy Fund

Tortoise Energy Fund, Inc. is an actively managed exchange-traded fund that provides diversified exposure across the U.S. energy sector. The fund is designed to capture income opportunities throughout the energy value chain—including upstream, midstream, downstream, and utility segments, as well as assets like natural gas infrastructure and liquefied natural gas (LNG) terminals. Managed by Tortoise Capital Advisors, the fund blends equity and credit holdings and employs covered call strategies, offering flexibility to swiftly adjust its allocation to fixed income between 0% and 50% of assets in response to changing market environments. This adaptability distinguishes it from traditional, narrowly focused energy funds. The Tortoise Energy Fund seeks to deliver premium income through a mix of dividends, credit instruments, and options strategies, while also maintaining a tax-efficient structure without the complexities of K-1 filings or corporate-level taxation. Originating from a conversion of a mutual fund, the fund leverages the experience of seasoned managers, aiming to provide a comprehensive and modern approach to energy sector investment in an increasingly dynamic and infrastructure-intensive market.