Valued Advisers Trust DEFA14A, filed Jul 13, 2021
Valued Advisers Trust (EQTY)
SCHEDULE 14A INFORMATION
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Valued Advisers Trust
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July 8, 2021
Dear Valued Shareholder:
As you are aware, Bradley, Foster, & Sargent (“BFS”), investment adviser to the BFS Equity Fund, intends to engage in an equity recapitalization, in an effort to ensure firm continuity as certain founding shareholders move toward retirement. Because this recapitalization will result in a technical change of control of BFS, the existing investment advisory agreement with respect to the BFS Equity Fund will automatically terminate. Therefore, shareholders of the fund are being asked to approve a new investment advisory agreement. Please keep in mind that there will be no change in the individuals responsible for managing the fund’s portfolio as a result of the transaction, and there will be no changes to the investment advisory fee paid by the fund.
Please take some time to review the enclosed proxy materials. The Special Meeting of Shareholders has been adjourned to August 6, 2021, and it is very important that we receive your vote as soon as possible. Please follow the instructions provided to ensure that your vote is counted. Voting is quick and easy, and you may vote by returning the enclosed proxy card, by calling the toll-free number on the proxy card, or online at the website listed on the proxy card.
Thank you for your continued support of the BFS Equity Fund.