DISTRIBUTION AGREEMENT This Agreement made as of June 6, 2001 by and between Hussman Investment Trust (the "Trust"), an Ohio business trust, and Ultimus Fund Distributors, LLC, an Ohio limited liability company ("Distributor"). WHEREAS, the Trust is...Distribution Agreement • June 27th, 2002 • Hussman Investment Trust • Ohio
Contract Type FiledJune 27th, 2002 Company Jurisdiction
INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT made as of the 31st day of December, 2009 by and between Hussman Econometrics Advisors, Inc. (the "Investment Adviser"), a Maryland corporation, and Hussman Investment Trust (the "Trust"), an Ohio business...Investment Advisory Agreement • February 25th, 2010 • Hussman Investment Trust • Maryland
Contract Type FiledFebruary 25th, 2010 Company Jurisdiction
ADMINISTRATION AGREEMENT THIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott...Administration Agreement • October 28th, 2009 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 28th, 2009 Company Jurisdiction
AMENDMENT TO CUSTODY AGREEMENTCustody Agreement • October 28th, 2002 • Hussman Investment Trust
Contract Type FiledOctober 28th, 2002 Company
ADMINISTRATION AGREEMENT THIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott...Administration Agreement • October 26th, 2007 • Hussman Investment Trust
Contract Type FiledOctober 26th, 2007 Company
HUSSMAN INVESTMENT TRUST AMENDMENT TO THE CUSTODY AGREEMENT THIS AMENDMENT dated as of this 1st day of August, 2005, to the Custody Agreement dated July 20, 2000 (the "Agreement"), is entered by and between HUSSMAN INVESTMENT TRUST, an Ohio business...Custody Agreement • September 2nd, 2005 • Hussman Investment Trust
Contract Type FiledSeptember 2nd, 2005 Company
INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT made as of the 10th day of September, 2002 by and between Hussman Econometrics Advisors, Inc. (the "Investment Adviser"), a Maryland corporation, and Hussman Investment Trust (the "Trust"), an Ohio business...Investment Advisory Agreement • February 26th, 2003 • Hussman Investment Trust • Maryland
Contract Type FiledFebruary 26th, 2003 Company Jurisdiction
FUND ACCOUNTING AGREEMENT THIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott...Fund Accounting Agreement • June 27th, 2002 • Hussman Investment Trust • Ohio
Contract Type FiledJune 27th, 2002 Company Jurisdiction
AMENDED AND RESTATED CUSTODY AGREEMENTCustody Agreement • October 25th, 2024 • Hussman Investment Trust • Delaware
Contract Type FiledOctober 25th, 2024 Company JurisdictionTHIS AMENDMENT AND RESTATED AGREEMENT is made and entered into as of the last date on the signature page, by and between HUSSMAN INVESTMENT TRUST, a business trust, organized under the state of Ohio (the “Trust”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America with its principal place of business at Minneapolis, Minnesota (the “Custodian”).
EXPENSE LIMITATION AGREEMENT ---------------------------- HUSSMAN ECONOMETRICS ADVISORS, INC. 5136 Dorsey Hall Drive Ellicott City, Maryland 21042Expense Limitation Agreement • October 27th, 2006 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 27th, 2006 Company Jurisdiction
EXPENSE LIMITATION AGREEMENT ---------------------------- HUSSMAN ECONOMETRICS ADVISORS, INC. 5136 Dorsey Hall Drive Ellicott City, Maryland 21042Expense Limitation Agreement • September 2nd, 2005 • Hussman Investment Trust • Maryland
Contract Type FiledSeptember 2nd, 2005 Company Jurisdiction
TRANSFER AGENT AND SHAREHOLDER SERVICES AGREEMENT THIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills...Transfer Agent and Shareholder Services Agreement • October 28th, 2009 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 28th, 2009 Company Jurisdiction
DISTRIBUTION AGREEMENTDistribution Agreement • October 25th, 2024 • Hussman Investment Trust
Contract Type FiledOctober 25th, 2024 CompanyThis Agreement made as of February 1, 2019 by and between Hussman Investment Trust (the "Trust"), an Ohio business trust, and Ultimus Fund Distributors, LLC, an Ohio limited liability company ("Distributor").
EXPENSE LIMITATION AGREEMENT ---------------------------- HUSSMAN ECONOMETRICS ADVISORS, INC. 5136 Dorsey Hall Drive Ellicott City, Maryland 21042Expense Limitation Agreement • June 25th, 2009 • Hussman Investment Trust • Maryland
Contract Type FiledJune 25th, 2009 Company Jurisdiction
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 28th, 2019 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2019 Company JurisdictionTHIS AGREEMENT made as of the 26th day of August, 2019 by and between Hussman Strategic Advisors, Inc. (the “Investment Adviser”), a Maryland corporation, and Hussman Investment Trust (the “Trust”), an Ohio business trust.
ADMINISTRATION AGREEMENTAdministration Agreement • August 27th, 2010 • Hussman Investment Trust • Ohio
Contract Type FiledAugust 27th, 2010 Company JurisdictionTHIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC ("Ultimus"), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 135 Merchant Street, Suite 230, Cincinnati, Ohio 45246.
June 19, 2000 Hussman Investment Trust 135 Merchant Street, Suite 230 Cincinnati, Ohio 45246 Re: Initial Capital Agreement Gentlemen: In connection with my purchase from you and your issuance to me of 10,000 shares of the Hussman Strategic Growth Fund...Initial Capital Agreement • July 12th, 2000 • Hussman Investment Trust
Contract Type FiledJuly 12th, 2000 CompanyIn connection with my purchase from you and your issuance to me of 10,000 shares of the Hussman Strategic Growth Fund for an aggregate cash consideration of One Hundred Thousand Dollars ($100,000), this will confirm that I am buying such shares for investment for my account only and not with a view to reselling or otherwise distributing them.
SUB-DISTRIBUTION AGREEMENT This Agreement made this 13th day of November, 2001, by and among HUSSMAN INVESTMENT TRUST, an Ohio business trust (the "Trust"), ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company (the "Distributor"), and...Sub-Distribution Agreement • June 27th, 2002 • Hussman Investment Trust • Wisconsin
Contract Type FiledJune 27th, 2002 Company Jurisdiction
BYLAWS ------ OF --Bylaws • September 2nd, 2005 • Hussman Investment Trust
Contract Type FiledSeptember 2nd, 2005 Company
CONSULTING AGREEMENTConsulting Agreement • October 30th, 2023 • Hussman Investment Trust • Nebraska
Contract Type FiledOctober 30th, 2023 Company JurisdictionTHIS CONSULTING AGREEMENT (this “Agreement”) dated April 1, 2023 (the “Effective Date”), is entered into by and between HUSSMAN INVESTMENT TRUST, an Ohio business trust having its office and principal place of business at 6021 University Boulevard, Suite 490, Ellicott City, Maryland 21043 (the “Trust”), and NORTHERN LIGHTS COMPLIANCE SERVICES, LLC, a Nebraska limited liability company having its office and principal place of business at 4221 North 203rd Street, Suite 100, Elkhorn, Nebraska 68022 (“NLCS”).
HUSSMAN INVESTMENT TRUST AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST August 1, 2000 HUSSMAN INVESTMENT TRUST ------------------------ AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST...Agreement and Declaration of Trust • November 1st, 2001 • Hussman Investment Trust • Ohio
Contract Type FiledNovember 1st, 2001 Company Jurisdiction
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21043Expense Limitation Agreement • October 25th, 2024 • Hussman Investment Trust
Contract Type FiledOctober 25th, 2024 Company
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21043Expense Limitation Agreement • October 28th, 2022 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2022 Company Jurisdiction
FUND ACCOUNTING AGREEMENTFund Accounting Agreement • August 27th, 2010 • Hussman Investment Trust • Ohio
Contract Type FiledAugust 27th, 2010 Company JurisdictionTHIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC ("Ultimus"), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 135 Merchant Street, Suite 230, Cincinnati, Ohio 45246.
COMPLIANCE CONSULTING AGREEMENT THIS AGREEMENT is made as of this 18th day of August, 2004, by and between HUSSMAN INVESTMENT TRUST (the "Trust"), an Ohio business trust having its principal place of business at 5136 Dorsey Hall Drive, Ellicott City,...Compliance Consulting Agreement • October 28th, 2008 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 28th, 2008 Company Jurisdiction
AMENDED AND RESTATED TRANSFER AGENT AND SHAREHOLDER SERVICES AGREEMENTTransfer Agent and Shareholder Services Agreement • October 25th, 2024 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 25th, 2024 Company JurisdictionTHIS AMENDED AND RESTATED TRANSFER AGENT AND SHAREHOLDER SERVICES AGREEMENT (this “Agreement”), dated as of the 7th day of June, 2012, and amended and restated as of this 10th day of October, 2023, by and between Hussman Investment Trust (the “Trust”), an Ohio business trust having its principal place of business at 6021 University Boulevard, Suite 490, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246. This Agreement replaces and supersedes all other prior understandings and agreements between the parties hereto for the services described below.
DISTRIBUTION AGREEMENTDistribution Agreement • October 26th, 2012 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 26th, 2012 Company JurisdictionThis Agreement made as of June 7, 2012 by and between Hussman Investment Trust (the "Trust"), an Ohio business trust, and Ultimus Fund Distributors, LLC, an Ohio limited liability company ("Distributor").
TRANSFER AGENT AND SHAREHOLDER SERVICES AGREEMENTTransfer Agent and Shareholder Services Agreement • August 27th, 2010 • Hussman Investment Trust • Ohio
Contract Type FiledAugust 27th, 2010 Company JurisdictionTHIS AGREEMENT is made as of this 20th day of July, 2000, by and between Hussman Investment Trust (the "Trust"), an Ohio business trust having its principal place of business at 3525 Ellicott Mills Drive, Suite B, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC ("Ultimus"), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 135 Merchant Street, Suite 230, Cincinnati, Ohio 45246.
FUND ACCOUNTING AGREEMENTFund Accounting Agreement • October 28th, 2019 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 28th, 2019 Company JurisdictionTHIS AGREEMENT, made as of the 7th day of June, 2012, and amended as of this 26th day of August, 2019, by and between Hussman Investment Trust (the “Trust”), an Ohio business trust having its principal place of business at 6021 University Boulevard, Suite 490, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • October 28th, 2019 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2019 Company Jurisdiction
Certain identified information has been excluded from this exhibit because it is not material and would likely cause competitive harm if publicly disclosed. AMENDED AND RESTATED ADMINISTRATION AGREEMENTAdministration Agreement • October 30th, 2023 • Hussman Investment Trust • Ohio
Contract Type FiledOctober 30th, 2023 Company JurisdictionTHIS AGREEMENT, made as of the 7th day of June, 2012, and amended as of this 26th day of August, 2019, by and between Hussman Investment Trust (the “Trust”), an Ohio business trust having its principal place of business at 6021 University Boulevard, Suite 490, Ellicott City, Maryland 21043, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21043Expense Limitation Agreement • October 28th, 2016 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2016 Company Jurisdiction
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21042Expense Limitation Agreement • October 28th, 2013 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2013 Company Jurisdiction
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21042Expense Limitation Agreement • October 28th, 2015 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2015 Company Jurisdiction
EXPENSE LIMITATION AGREEMENT HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, Maryland 21042Expense Limitation Agreement • October 28th, 2015 • Hussman Investment Trust • Maryland
Contract Type FiledOctober 28th, 2015 Company Jurisdiction