Investment Managers Trust Files DEFA14A

Investment Managers Series Trust DEFA14A Filing Summary
FieldDetail
CompanyInvestment Managers Series Trust
Form TypeDEFA14A
Filed DateAug 7, 2025
Risk Levellow
Pages4
Reading Time4 min
Sentimentneutral

Sentiment: neutral

Topics: mutual-fund, disclosure, proxy-statement

TL;DR

IMST filed its DEFA14A, listing all its funds like Genter Dividend Income and Vaughan Nelson.

AI Summary

Investment Managers Series Trust filed a DEFA14A on August 7, 2025, detailing its operations and fund offerings. The filing lists various funds under its umbrella, including the Genter Dividend Income Fund, Vaughan Nelson Emerging Markets Fund, and EuroPac International Value Fund, among others. These funds are managed by different investment advisors and have various share classes available to investors.

Why It Matters

This filing provides transparency into the structure and offerings of the Investment Managers Series Trust, which is crucial for investors to understand the funds they are invested in or considering.

Risk Assessment

Risk Level: low — This filing is a routine disclosure document (DEFA14A) and does not inherently present new financial risks.

Key Numbers

  • 20250807 — Filing Date (Date the DEFA14A was filed with the SEC)

Key Players & Entities

  • Investment Managers Series Trust (company) — Filer of the DEFA14A
  • Genter Dividend Income Fund (company) — Fund managed by the Trust
  • Vaughan Nelson Emerging Markets Fund (company) — Fund managed by the Trust
  • EuroPac International Value Fund (company) — Fund managed by the Trust
  • 235 WEST GALENA STREET (location) — Business and Mail Address
  • MILWAUKEE (location) — City for Business and Mail Address
  • WI (location) — State for Business and Mail Address
  • 53212 (location) — ZIP Code for Business and Mail Address

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 shareholders.

Who is the filer of this DEFA14A?

The filer is Investment Managers Series Trust, with Central Index Key 0001318342.

What are some of the funds listed under Investment Managers Series Trust?

The filing lists funds such as Genter Dividend Income Fund, Vaughan Nelson Emerging Markets Fund, EuroPac International Value Fund, Ironclad Managed Risk Fund, and WCM Focused International Growth Fund, among others.

What is the business address of Investment Managers Series Trust?

The business address is 235 WEST GALENA STREET, MILWAUKEE, WI 53212.

When was this filing submitted?

This filing was submitted on August 7, 2025.

Filing Stats: 1,068 words · 4 min read · ~4 pages · Grade level 9.5 · Accepted 2025-08-07 13:43:35

Filing Documents

From the Filing

SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant &thorn; 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 &thorn; Definitive Additional Materials Soliciting Material Pursuant to &sect;240.14a-12 INVESTMENT MANAGERS SERIES TRUST (Name of Registrant as Specified in Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): &thorn; No fee required. Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. 1) Title of each class of securities to which 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 (set forth the amount on which the filing fee is calculated and state how it was determined): 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: Your Vote Counts! INVESTMENT MANAGERS SERIES TRUST 2025 Joint Special Meeting Vote by September 11, 2025 11:59 PM ET INVESTMENT MANAGERS SERIES TRUST 235 WEST GALENA STREET MILWAUKEE, WISCONSIN 53212 V77212 - S19121 You invested in a series of the INVESTMENT MANAGERS SERIES TRUST and it's time to vote! You have the right to vote on proposals being presented at the Joint Special Meeting. This is an important notice regarding the availability of proxy materials for the shareholder meeting to be held on September 12, 2025. Get informed before you vote View the Proxy Statement online OR you can receive a free paper or email copy of the material(s) by requesting prior to August 29, 2025. If you would like to request a copy of the material(s) for this and/or future shareholder meetings, you may (1) visit www.ProxyVote.com, (2) call 1 - 800 - 579 - 1639 or (3) send an email to sendmaterial@proxyvote.com . If sending an email, please include your control number (indicated below) in the subject line. Unless requested, you will not otherwise receive a paper or email copy. For complete information and to vote, visit www.ProxyVote.com Control # Smartphone users Point your camera here and vote without entering a control number Vote in Person at the Meeting* September 12, 2025 10:00 am Pacific time 2220 E. Route 66, Suite 226 Glendora, California 91740 *Please check the meeting materials for any special requirements for meeting attendance. At the meeting, you will need to req uest a ballot to vote these shares. Vote at www.ProxyVote.com THIS IS NOT A VOTABLE BALLOT This is an overview of the proposals being presented at the upcoming shareholder meeting. Please follow the instructions on the reverse side to vote these important matters. Voting Items Board Recommends For 1. Election of Trustees Nominees: 1) Ashley Toomey Rabun 4) Maureen Quill 2) William Young 5) Jill Mavro 3) James Ross 2. To transact such other business as may properly come before the meeting or any adjournment or postponement thereof. Prefer to receive an email instead? While voting on www.ProxyVote.com, be sure to click "Delivery Settings". V77213 - S19121 Inbound Information Agent Script CLIENT NAME: INVESTMENT MANAGERS SERIES TRUST Meeting Date: September 12,2025 Dedicated Toll-Free Number: 1-855-206-0882 INBOUND GREETING: Thank you for calling the Broadridge Proxy Services Center for the INVESTMENT MANAGERS SERIES TRUST , you are on a recorded line . My name is <Agent Name>. How may I assist you today? IF UNSURE OF VOTING: Would you like me to review the proposal(s) with you? <Once questions have been answered using the proxy materials provided, review the voting options available.> IF NOT RECEIVED/REQUESTING MATERIAL TO BE RE-MAILED: Mr./Ms. <shareholder&rsquo;s last name>, if you would like to review the proxy statement, {CLIENT NAME} made it easy for you to review online at {INSERT URL for Proxy Statement}. Should you have any questions once you have reviewed the material, please contact us at 1-855-206-0882 between the hours of 9:00am and 10:00pm Monday through Friday Eastern Time. VOTING OPTIONS (REGISTERED AND BENEFICIAL): To vote by Internet 1) Read the Proxy Statement and have the proxy ballot at hand. 2) Go to website www.proxyvote.com 3) Enter your control number, located in the box with the arrow next to it. 3) Follow the instruc

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