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Vulcan Value Partners Small Cap Fund to close to new investors

TheShadowTheShadow
edited November 2013 in Fund Discussions
http://www.sec.gov/Archives/edgar/data/915802/000091580213000066/vulcansoftclosesticker112113.htm

FINANCIAL INVESTORS TRUST

Vulcan Value Partners Small Cap Fund (the “Fund”)


SUPPLEMENT DATED NOVEMBER 21, 2013 TO THE PROSPECTUS DATED AUGUST 31, 2013

This Supplement updates certain information contained in the Prospectus for the Fund dated August 31, 2013. You should retain this Supplement and the Prospectus for future reference. Additional copies of the Prospectus may be obtained free of charge by visiting our web site at www.vulcanvaluepartners.com or calling us at 1.877.421.5078.

Effective as of the close of business on November 29, 2013, the Fund will close to new investors, except as described below. This change will affect new investors seeking to purchase shares of the Fund either directly or through third party intermediaries. Existing shareholders of the Fund may continue to purchase additional shares of the Fund.

· A financial advisor whose clients have established accounts in the Fund as of November 29, 2013 may continue to open new accounts in the Fund for any of its existing or new clients.


· Existing or new participants in a qualified retirement plan, such as a 401(k) plan, profit sharing plan, 403(b) plan or 457 plan, which has an existing position in the Fund as of November 29, 2013, may continue to open new accounts in the Fund. In addition, if such qualified retirement plans have a related retirement plan formed in the future, this plan may also open new accounts in the Fund.


The Fund retains the right to make exceptions to any action taken to close the Fund or limit inflows into the Fund.



INVESTORS SHOULD RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE


Comments

  • retire55
    Thanks for providing this very timely information.
  • mrdarceymrdarcey
    Excellent find, thank you. I had been wondering about VVPSX because of the recent massive inflows. Glad to see Fitzpatrick is doing this.
  • CharlesCharles
    edited November 2013
    Ha!

    David first profiled Vulcan Value Partners Small Cap Fund (VVPSX) in April 2011.

    Investor has championed this fund a long time.

    I think some of the holdings are interesting, if not fantastic:

    CHE, HPY, CW, OTC, TUP, SONIC.

    And liitle warning on the close.

    Thanks Shadow...very cool.
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