Financial Investors Trust Proxy Filing
| Field | Detail |
|---|---|
| Company | Financial Investors Trust |
| Form Type | DEFA14A |
| Filed Date | Aug 7, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, fund-governance
TL;DR
FINANCIAL INVESTORS TRUST proxy filing out, shareholders vote soon.
AI Summary
Financial Investors Trust, a Delaware-based entity with fiscal year end April 30, filed a DEFA14A on August 7, 2025. This filing concerns proxy materials and is related to the Vulcan Value Partners Fund, specifically its Investor Class Shares (VVPLX) and Institutional Class Shares (VVILX). The company was formerly known as FGIC Public Trust and Federal Public Trust.
Why It Matters
This filing is a standard proxy statement, indicating that shareholders of Financial Investors Trust will be asked to vote on certain matters, likely related to fund governance or operations.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not contain information about significant financial events or risks.
Key Players & Entities
- FINANCIAL INVESTORS TRUST (company) — Registrant
- Vulcan Value Partners Fund (company) — Related Fund
- VVPLX (company) — Investor Class Shares
- VVILX (company) — Institutional Class Shares
- FGIC Public Trust (company) — Former Company Name
- FEDERAL PUBLIC TRUST (company) — Former Company Name
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing is a Definitive Proxy Statement filed with the SEC, providing shareholders with information they need to vote on matters at a company's shareholder meeting.
When was this filing made?
This filing was made on August 7, 2025.
What is the fiscal year end for Financial Investors Trust?
The fiscal year end for Financial Investors Trust is April 30.
What are the specific share classes mentioned in relation to the Vulcan Value Partners Fund?
The specific share classes mentioned are Investor Class Shares (VVPLX) and Institutional Class Shares (VVILX).
Has Financial Investors Trust operated under different names previously?
Yes, Financial Investors Trust was formerly known as FGIC Public Trust and Federal Public Trust.
Filing Stats: 414 words · 2 min read · ~1 pages · Grade level 16.4 · Accepted 2025-08-07 17:27:40
Filing Documents
- fp0094901-1_defa14a.htm (DEFA14A) — 12KB
- 0001398344-25-014750.txt ( ) — 14KB
- S000027283
- C000082313 (VVPLX)
- C000211491 (VVILX)
From the Filing
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION RE QUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material under Rule14a-12 FINANCIAL INVESTORS TRUST (Name of Registrant as Specified In Its Charter) (Name of Person Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. (1) Title of each class of securities to whom transaction applies: (2) Aggregate number of securities to which transaction applies: (3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11: (4) Proposed maximum aggregate value of transaction: (5) Total fee paid: [ ] Fee paid previously with preliminary materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. (1) Amount Previously Paid: (2) Form, Schedule or Registration Statement No.: (3) Filing Party: (4) Date Filed: FINANCIAL INVESTORS TRUST Vulcan Value Partners Fund (the “Fund”) Supplement dated August 7, 2025 to the Prospectus and Statement of Additional Information (“SAI”), each dated August 31, 2024, as supplemented The shareholder meeting previously disclosed in the May 15, 2025 supplement to the Fund’s Prospectus and SAI has been adjourned and will reconvene on September 4, 2025 at the principal executive offices of Financial Investors Trust, located at 1290 Broadway, Suite 1000, Denver, CO 80203, at 10:00 a.m., Mountain Time. At that meeting, shareholders of the Fund as of June 10, 2025 will be asked to consider and vote on an Agreement and Plan of Reorganization with respect to the reorganization of the Fund into correspondingly named series of a new trust. For additional information regarding the proposed reorganization, please see the supplement to the Fund’s Prospectus and SAI dated May 15, 2025. ***** Please retain this supplement with your Prospectus and