Schwartz Investment Trust Adjourns Shareholder Meeting, Seeks Participation
| Field | Detail |
|---|---|
| Company | Schwartz Investment Trust |
| Form Type | DEFA14A |
| Filed Date | Apr 24, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, shareholder-meeting, fund-management
TL;DR
Schwartz Investment Trust meeting adjourned, they NEED your vote NOW!
AI Summary
Schwartz Investment Trust is holding a Special Meeting of Shareholders for its various funds, including the Schwartz Value Focused Fund and the Ave Maria series of funds. The meeting, originally scheduled for an unspecified date, has been adjourned and the company is urgently seeking shareholder participation. The filing does not specify the purpose of the meeting or any proposed resolutions.
Why It Matters
This filing indicates an ongoing effort by Schwartz Investment Trust to engage shareholders for a critical meeting, suggesting potential changes or decisions that require shareholder approval.
Risk Assessment
Risk Level: low — This is a routine proxy filing related to a shareholder meeting, not indicating immediate financial distress or significant operational risk.
Key Players & Entities
- SCHWARTZ INVESTMENT TRUST (company) — Filer of the DEFA14A
- ULTIMUS FUND SOLUTIONS, LLC (company) — Administrator for Schwartz Investment Trust
- Schwartz Value Focused Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria Value Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria Growth Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria Rising Dividend Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria World Equity Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria Bond Fund (company) — Fund managed by Schwartz Investment Trust
- Ave Maria Growth Focused Fund (company) — Fund managed by Schwartz Investment Trust
FAQ
What is the purpose of the Special Meeting of Shareholders?
The filing states that the meeting is for the "Special Meeting of Shareholders" but does not specify the agenda or purpose of the meeting.
When was the Special Meeting of Shareholders originally scheduled?
The filing indicates the meeting was "originally slated for" an unspecified date and has since been adjourned.
Which funds are included in this shareholder meeting notice?
The notice pertains to the Schwartz Value Focused Fund and several Ave Maria funds: Ave Maria Value Fund, Ave Maria Growth Fund, Ave Maria Rising Dividend Fund, Ave Maria World Equity Fund, Ave Maria Focused Fund, and Ave Maria Bond Fund.
What is the address of the filer, Schwartz Investment Trust?
The business and mailing address for Schwartz Investment Trust is C/O ULTIMUS FUND SOLUTIONS, LLC, 225 PICTORIA DRIVE, SUITE 450, CINCINNATI, OH 45246.
What action is the company requesting from shareholders?
The company is urgently requesting shareholder participation, stating "WE NEED YOUR PARTICIPATION ASAP!" due to the adjournment of the Special Meeting.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 24, 2025 regarding SCHWARTZ INVESTMENT TRUST.