Form DEFA14A Segall Bryant & Hamill
UNITED STATES
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 o | |
| Check the appropriate box: | |
| o | Preliminary Proxy Statement |
| o | Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
| o | Definitive Proxy Statement |
| x | Definitive Additional Materials |
| o | Soliciting Material under Rule 14a-12 |
|
SEGALL BRYANT &HAMILL 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. | |
| o | 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: | |
| o | Fee paid previously with preliminary materials. | |
| o | 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. | |
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| (4) | Date Filed: |
SEGALL BRYANT & HAMILL TRUST
(the “Trust”)
Segall Bryant & Hamill All Cap Fund
Segall Bryant & Hamill Colorado Tax Free Fund
Segall Bryant & Hamill Emerging Markets Fund
Segall Bryant & Hamill Global All Cap Fund
Segall Bryant & Hamill International Equity Fund
Segall Bryant & Hamill International Small Cap Fund
Segall Bryant & Hamill Municipal Opportunities Fund
Segall Bryant & Hamill Plus Bond Fund
Segall Bryant & Hamill Quality High Yield Fund
Segall Bryant & Hamill Select Equity ETF
Segall Bryant & Hamill Short Term Plus Fund
Segall Bryant & Hamill Small Cap Core Fund
Segall Bryant & Hamill Small Cap Growth Fund
Segall Bryant & Hamill Small Cap Value Fund
Barrett Growth Fund
Barrett Opportunity Fund
(the “Funds”)
Supplement dated April 22, 2025 to the Proxy Statement
Dated April 17, 2025 (the “Proxy Statement”)
This supplement provides new and additional information beyond that contained in the Proxy Statement.
On April 17, 2025, the Proxy Statement was filed with the Securities and Exchange Commission (“SEC”) in connection with the meeting of shareholders of the Funds scheduled for May 30, 2025 at 1:00 p.m., Eastern time (the “Meeting”). The purpose of the Meeting is to consider a proposal to approve a new investment advisory agreement between the Trust, on behalf of each Fund, and Segall Bryant & Hamill, LLC.
This supplement is being filed solely to correct the number of shares of each Fund entitled to vote at the Meeting based on shares outstanding as of the record date, April 7, 2025 (“Voting Shares”). Accordingly, all references contained in the Proxy Statement that disclose the number of Voting Shares are hereby deleted and replaced with the following amounts:
| Mutual Funds | ||
| Fund | Retail Class | Inst. Class |
| Segall Bryant & Hamill (“SBH”) All Cap Fund | 67,397.2440 | 4,833,324.0660 |
| SBH Colorado Tax Free Fund | 9,771,332.7350 | 20,911,545.4420 |
| SBH Emerging Markets Fund | 361,463.7310 | 6,693,347.7610 |
| SBH Global All Cap Fund | 2,607,037.8640 | 414,663.7140 |
| SBH International Equity Fund | 271.3420 | 258,067.0360 |
| SBH International Small Cap Fund | 491,127.2520 | 5,946,637.4320 |
| SBH Municipal Opportunities Fund | 1,233,700.9610 | 17,440,830.8960 |
| SBH Plus Bond Fund | 30,060,929.4450 | 48,598,309.0700 |
| SBH Quality High Yield Fund | 2,255,964.8860 | 5,307,857.4710 |
| SBH Short Term Plus Fund | 148,031.7950 | 1,312,813.8120 |
| SBH Small Cap Core Fund | 63,586.3330 | 6,644,306.4460 |
| SBH Small Cap Growth Fund | 1,524,919.3320 | 10,404,544.3400 |
| SBH Small Cap Value Fund | 693,134.9650 | 28,890,951.8690 |
| Barrett Growth Fund | 911,271.0740 | N/A |
| Barrett Opportunity Fund | 1,531,125,8510 | N/A |
| ETF | |
| SBH Select Equity ETF | 7,880,000.0000 |
Further Information
For further information, please contact the Funds toll-free at 1-800-392-2673 or by visiting the Fund’s website at www.cisbh.com/funds. This supplement should be read in conjunction with the Proxy Statement filed with the SEC on April 17, 2025. To the extent that information in this supplement differs from or updates information contained in the Proxy Statement, the information in this supplement controls. This supplement does not change or update any of the other disclosures contained in the Proxy Statement.
PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE
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