Segall Bryant & Hamill Trust Files DEFA14A
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEFA14A |
| Filed Date | Apr 22, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, mutual-fund, trust
TL;DR
SBH Trust dropped its DEFA14A on 4/22/25, detailing fund ops. Check it.
AI Summary
Segall Bryant & Hamill Trust filed a DEFA14A on April 22, 2025, detailing its corporate actions and fund information. The filing includes details for various Segall Bryant & Hamill funds, such as the Plus Bond Fund, Colorado Tax Free Fund, Global All Cap Fund, and Quality High Yield Fund, across different share classes (Retail and Institutional). The company's business address is C/O Ultimus Fund Solutions, LLC in Cincinnati, OH.
Why It Matters
This filing provides crucial information for investors regarding the structure and offerings of Segall Bryant & Hamill Trust's various mutual funds.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) that provides information about a trust and its funds, rather than announcing a specific event with immediate market impact.
Key Players & Entities
- Segall Bryant & Hamill Trust (company) — Filer of the DEFA14A
- Ultimus Fund Solutions, LLC (company) — Administrator for Segall Bryant & Hamill Trust
- 20250422 (date) — Filing date
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a definitive proxy statement, is used to solicit proxies from shareholders for an annual or special meeting of the company.
When was this DEFA14A filing submitted?
This DEFA14A filing was submitted on April 22, 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.
What is the business address of Segall Bryant & Hamill Trust as listed in the filing?
The business address is C/O Ultimus Fund Solutions, LLC, 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246.
Has Segall Bryant & Hamill Trust operated under different names previously?
Yes, the filing indicates previous names including WESTCORE TRUST, WESTCORE FUNDS INC, and SUNMONT WEST FUND INC.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 22, 2025 regarding Segall Bryant & Hamill Trust.