Liquidation: VALUED ADVISERS TRUST

Form Type: 497

Filing Date: 2025-07-16

Corporate Action: Liquidation

Type: New

Accession Number: 000158064225004292

Filing Summary: The Board of Trustees of Valued Advisers Trust authorized an orderly liquidation of the Belmont Theta Income Fund, determining on July 15, 2025, that closing and liquidating the Fund was in the best interests of its shareholders. This decision follows the Fund’s investment adviser expressing its intent to cease managing the Fund due to its planned acquisition by another company. Consequently, the Fund will no longer accept purchase orders, and it will close effective August 27, 2025, with shareholders allowed to redeem shares until then. Upon closure, any remaining shares will be automatically redeemed and proceeds sent to shareholders' addresses of record. The Fund’s portfolio holdings will be liquidated, with proceeds allocated to money market instruments or held in cash. Capital gains will be distributed to shareholders unless cash payment is requested. Retirement plan investors are advised to consult tax advisers regarding redemption consequences. For further information, shareholders can contact the Fund directly.