# EDGAR Filing Document

**Accession Number:** 0000357204
**File Stem:** 0001580642-23-001148
**Filing Date:** 2023-3
**Character Count:** 16279
**Document Hash:** 5280f3ac107e612a72dc75478c8a7de6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-23-001148.hdr.sgml**: 20230301

**ACCESSION NUMBER**: 0001580642-23-001148

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20230301

**DATE AS OF CHANGE**: 20230301

**EFFECTIVENESS DATE**: 20230301

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Segall Bryant & Hamill Trust
- **CENTRAL INDEX KEY:** 0000357204
- **IRS NUMBER:** 510263765
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-240059
- **FILM NUMBER:** 23692709

**BUSINESS ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246
- **BUSINESS PHONE:** 303-623-2577

**MAIL ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE FUNDS INC
- **DATE OF NAME CHANGE:** 19860506

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUNMONT WEST FUND INC
- **DATE OF NAME CHANGE:** 19820520

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX         | C000018311 |
| Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX         | C000052673 |

---

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                        | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX         | C000018312 |
| Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX         | C000169263 |

---

### Segall Bryant & Hamill Workplace Equality Fund (Series ID: S000006746)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                         | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Workplace Equality Fund-Retail Class        | WEQRX         | C000018313 |
| Segall Bryant & Hamill Workplace Equality Fund-Institutional Class | WEQIX         | C000052674 |

---

### Segall Bryant & Hamill Fundamental International Small Cap Fund (Series ID: S000006748)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                                          | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Fundamental International Small Cap Fund-Retail Class        | WTIFX         | C000018315 |
| Segall Bryant & Hamill Fundamental International Small Cap Fund-Institutional Class | WIIFX         | C000169264 |

---

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                     | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX         | C000018316 |
| Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX         | C000052675 |

---

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                         | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX         | C000018320 |
| Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX         | C000052678 |

---

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX         | C000134695 |
| Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX         | C000134696 |

---

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX         | C000176020 |
| Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX         | C000176021 |

---

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX         | C000206635 |
| Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX         | C000206636 |

---

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX         | C000211581 |
| Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX         | C000211582 |

---

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX         | C000211583 |
| Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX         | C000211584 |

---

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX         | C000211585 |
| Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX         | C000211586 |

---

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX         | C000211587 |
| Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX         | C000211588 |

---

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

---

|  |  |
|:---|:---|
| Class Name                                                     | Class ID   |
| Segall Bryant & Hamill Small Cap Core Fund-Retail Class        | C000216810 |
| Segall Bryant & Hamill Small Cap Core Fund-Institutional Class | C000216811 |

---

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

| Class ID   | Class Name                                                | Ticker Symbol   |
|:---|:---|:---|
| C000018311 | Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX           |
| C000052673 | Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX           |

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

| Class ID   | Class Name                                                        | Ticker Symbol   |
|:---|:---|:---|
| C000018312 | Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX           |
| C000169263 | Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX           |

### Segall Bryant & Hamill Workplace Equality Fund (Series ID: S000006746)

| Class ID   | Class Name                                                         | Ticker Symbol   |
|:---|:---|:---|
| C000018313 | Segall Bryant & Hamill Workplace Equality Fund-Retail Class        | WEQRX           |
| C000052674 | Segall Bryant & Hamill Workplace Equality Fund-Institutional Class | WEQIX           |

### Segall Bryant & Hamill Fundamental International Small Cap Fund (Series ID: S000006748)

| Class ID   | Class Name                                                                          | Ticker Symbol   |
|:---|:---|:---|
| C000018315 | Segall Bryant & Hamill Fundamental International Small Cap Fund-Retail Class        | WTIFX           |
| C000169264 | Segall Bryant & Hamill Fundamental International Small Cap Fund-Institutional Class | WIIFX           |

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000018316 | Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX           |
| C000052675 | Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX           |

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

| Class ID   | Class Name                                                         | Ticker Symbol   |
|:---|:---|:---|
| C000018320 | Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX           |
| C000052678 | Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX           |

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000134695 | Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX           |
| C000134696 | Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX           |

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000176020 | Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX           |
| C000176021 | Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX           |

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000206635 | Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX           |
| C000206636 | Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX           |

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

| Class ID   | Class Name                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211581 | Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX           |
| C000211582 | Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX           |

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000211583 | Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX           |
| C000211584 | Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX           |

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211585 | Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX           |
| C000211586 | Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX           |

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000211587 | Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX           |
| C000211588 | Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX           |

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000216810 | Segall Bryant & Hamill Small Cap Core Fund-Retail Class        |  |
| C000216811 | Segall Bryant & Hamill Small Cap Core Fund-Institutional Class |  |

![](image_001.jpg)

**SEGALL BRYANT & HAMILL TRUST**

**Segall Bryant & Hamill Small Cap Value Fund, Segall Bryant & Hamill Small Cap Growth Fund, Segall Bryant & Hamill Small Cap Core Fund, Segall Bryant & Hamill All Cap Fund, Segall Bryant & Hamill Emerging Markets Fund, Segall Bryant & Hamill International Small Cap Fund, Segall Bryant & Hamill Fundamental International Small Cap Fund, Segall Bryant & Hamill Global All Cap Fund, Segall Bryant & Hamill Workplace Equality Fund, Segall Bryant & Hamill Short Term Plus Fund, Segall Bryant & Hamill Plus Bond Fund,** 

**Segall Bryant & Hamill Quality High Yield Fund, Segall Bryant & Hamill Municipal Opportunities Fund, and** 

**Segall Bryant & Hamill Colorado Tax Free Fund**

**Supplement dated March 1, 2023 to the**

**Statement of Additional Information ("SAI")** 

**dated May 1, 2022**

The SAI is hereby amended as follows:

Effective January 1, 2023, Ms. Teague serves as Chairperson of the Nominating and Governance Committee.

Effective February 15, 2023, Mr. Philip Hildebrandt retired as President of the Segall Bryant & Hamill Trust (the "Trust"). All references to Mr. Hildebrandt are hereby deleted from the SAI. Effective immediately following the resignation of Mr. Hildebrandt, Ms. Carolyn Goldhaber was appointed by the Board to serve as President of the Trust.

The last paragraph of the section "Standing Board Committees" on page 51 is hereby deleted and replaced as follows:

"The Nominating and Governance Committee is responsible for the selection and nomination of candidates for appointment or election to serve as Trustees and in establishing, implementing and executing policies, procedures, and practices that assure orderly and effective governance of the Trust. The Nominating and Governance Committee believes the Board generally benefits from diversity of background, experience and views among its members, and considers this a factor in evaluating the composition of the Board but has not adopted any specific policy in this regard. The Nominating and Governance Committee comprises Ms. Teague (Chairperson) and Messrs. Abood, DeTore, and Pederson, each of whom is an Independent Trustee. The Nominating and Governance Committee will consider nominees recommended by shareholders. Recommendations should be submitted to the Committee in care of the Trust's Secretary. The Nominating and Governance Committee met four times during the fiscal year ended December 31, 2021."

The second paragraph on page 54 of the SAI is hereby deleted and replaced as follows:

"The Adviser, of which Mr. Frontz, Treasurer and Chief Compliance Officer of the Trust and Ms. Goldhaber, President of both the Trust and the Adviser, receives compensation as the investment advisor and co-administrator."

The table in the "Trust Officers" section on page 48 of the SAI is hereby revised to include the following:

![](image_002.jpg)

---

| | |
|:---|:---|
| **Name, Address<sup>(1)</sup>,Age, Position <br> with Trust, Term of Position** | **Principal Occupation** |
| Carolyn B. Goldhaber<br> Birth Year 1978<br>**President:** Since February 15, 2023  | ▪ President, Segall Bryant & Hamill, LLC, May 2022 to present.<br> ▪ Chief Financial Officer, Segall Bryant & Hamill, LLC, June 2014 - May 2022. |

---

In addition, the following is added as footnote 2 to the table in the "Trust Officers" section on page 48 of the SAI:

"Each officer is appointed to serve in such capacity until his or her successor is duly appointed and qualified."

**Please retain this supplement with your Statement of Additional Information.**