Segall Bryant & Hamill Trust Files Annual Proxy Statement
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEF 14A |
| Filed Date | Apr 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, annual-meeting, fund-management
TL;DR
SBH Trust dropped its 2025 proxy filing - check for fund updates & shareholder votes.
AI Summary
Segall Bryant & Hamill Trust filed a DEF 14A on April 17, 2025, detailing its annual meeting and proxy information. The filing includes information on various Segall Bryant & Hamill funds, such as the Plus Bond Fund, Colorado Tax Free Fund, Global All Cap Fund, and Quality High Yield Fund, with both Retail and Institutional classes. The company's business address is C/O Ultimus Fund Solutions, LLC in Cincinnati, OH.
Why It Matters
This filing provides shareholders with essential information regarding the company's governance, fund performance, and voting rights, enabling informed participation in the trust's decision-making processes.
Risk Assessment
Risk Level: low — This is a routine annual proxy filing (DEF 14A) with no immediate financial transactions or significant corporate events indicated.
Key Players & Entities
- Segall Bryant & Hamill Trust (company) — Filer of the DEF 14A
- Ultimus Fund Solutions, LLC (company) — Administrative agent for the trust
- Segall Bryant & Hamill Plus Bond Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Colorado Tax Free Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Global All Cap Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Quality High Yield Fund (company) — Fund managed by the trust
FAQ
What is the purpose of this DEF 14A filing?
This DEF 14A filing is an annual proxy statement, providing shareholders with information about the company's annual meeting, proposals to be voted on, and details about directors and executive compensation.
When was this filing submitted?
The filing was submitted on April 17, 2025.
What are some of the funds managed by Segall Bryant & Hamill Trust mentioned in the filing?
The filing mentions the Segall Bryant & Hamill Plus Bond Fund, Segall Bryant & Hamill Colorado Tax Free Fund, Segall Bryant & Hamill Global All Cap Fund, and Segall Bryant & Hamill Quality High Yield Fund.
Who is listed as the administrative agent for Segall Bryant & Hamill Trust?
Ultimus Fund Solutions, LLC is listed as the administrative agent, with a business address at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246.
Does the filing indicate any significant changes in the trust's structure or operations?
The filing is a routine annual proxy statement and does not, on its face, indicate any significant changes in the trust's structure or operations beyond standard governance and reporting.
Filing Details
This Form DEF 14A (Form DEF 14A) was filed with the SEC on April 17, 2025 regarding Segall Bryant & Hamill Trust.