<PAGE>
FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON FEBRUARY 16, 1999
SCHEDULE 14A INFORMATION
PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. )
Filed by the Registrant [X]
Filed by a Party other than the Registrant [ ]
Check the appropriate box:
[ ] Preliminary Proxy Statement [ ] Confidential, for Use of the
[ ] Definitive Proxy Statement Commission Only (as permitted by
[X] Definitive Additional Materials Rule 14a-6(e)(2))
[ ] Soliciting Material Pursuant to
Rule 14a-11(c) or Rule 14a-12
Robertson Stephens Investment Trust
-----------------------------------
(Name of Registrant as Specified in its Charter)
-----------------------------------------------------------------
(Name of Person(s) Filing Proxy Statement, if other than the Registrant)
Payment of Filing Fee (check the appropriate box):
[X] No fee required
[ ] Fee computed on a table below per Exchange Act Rules 14a-6(i)(1) and 0-11
(1) Title of each class of securities to which transaction applies:
- -------------------------------------------------------------------------------
(2) Aggregate number of securities to which transaction applies:
- -------------------------------------------------------------------------------
(3) Per unit price or other underlying value of transaction computed pursuant
to Exchange Act Rule 0-11 (set forth the amount on which the filing is
calculated and state how it was determined):
- -------------------------------------------------------------------------------
(4) Proposed maximum aggregate value of transaction:
- -------------------------------------------------------------------------------
(5) Total fee paid:
- -------------------------------------------------------------------------------
[ ] Fee paid previously with preliminary materials.
- -------------------------------------------------------------------------------
[ ] Check box if any part of the fee is offset as provided by Exchange Act Rule
0-11(a)(2) and identify the filing for which the offsetting fee was paid
previously. Identify the previous filing by registration statement number,
or the Form or Schedule and the date of its filing.
(1) Amount Previously Paid:
- -------------------------------------------------------------------------------
(2) Form, Schedule or Registration Statement No.:
- -------------------------------------------------------------------------------
(3) Filing Party:
- -------------------------------------------------------------------------------
(4) Date Filed:
- -------------------------------------------------------------------------------
<PAGE>
February 16, 1999
Dear Shareholder:
You should have received proxy materials recently for a meeting of
shareholders of Robertson Stephens Investment Trust to be held on Friday,
February 26, 1999, at 8:30 a.m., San Francisco time, at 555 California Street,
A.P. Giannini Auditorium, San Francisco, California. (If you invested in a Fund
for the first time in the past few weeks, you may not be eligible to vote at the
meeting and so did not receive proxy materials.) At the meeting, shareholders
will be asked to approve new investment advisory and sub-advisory agreements for
the Funds.
YOUR VOTE IS CRITICAL. We realize that it is not possible to have every
shareholder attend the meeting. PLEASE READ THE PROXY MATERIALS THOROUGHLY,
THEN SIGN AND RETURN THE PROXY CARD(s) SENT TO YOU EARLIER IN THE ENVELOPE
PROVIDED SO THAT YOU MAY BE REPRESENTED AT THE MEETING. If you need additional
proxy materials, or if you would like to vote by telephone, please call (800)
714-3305.
Very truly yours,
G. Randy Hecht
President
Robertson Stephens Funds
<PAGE>
ROBERTSON STEPHENS INVESTMENT TRUST
REGISTERED ANSWERING MACHINE MESSAGE
Hello, this is ___________________, calling from DF King & Co, on behalf of
Robertson Stephens . You should have received materials in the mail concerning
a Shareholders Meeting on February 26, 1999. At your earliest convenience,
please sign, date, and return the proxy in the envelope provided. If you have
not received these materials, have any questions, or would like to vote your
shares by telephone, please call DF King at 1-800-714-3305. If you have already
mailed back the proxy card, please disregard this message and accept our thanks.
ROBERTSON STEPHENS INVESTMENT TRUST
FIRST ROUND VERBAL VOTING SCRIPT
INTRODUCTION
Hello, my name is __________. I'm calling from DF King on behalf of Robertson
Stephens Investment Trust. May I please speak to __________?
ADDRESS SHAREHOLDER NEEDS
Trustees of Robertson Stephens mailed you several proposals that require your
attention. I'm calling to find out if you received these materials. Do you
have a moment?
Have you received the proxy materials in the mail?
Are you familiar with the proposals? Do you have any questions?
If it's convenient, I can record your vote over the telephone right now. Okay?
Here's how we'll proceed. We'll be recording this phone call. I'll ask you for
your name, confirmation of receipt of the materials, your address, and the last
4 digits of your social security number. We'll then take your vote. Within 72
hours, we'll mail you a letter confirming your vote. Are you ready?
<PAGE>
BEGIN THE VOTE
At this time, I'll begin recording the call. First, I'll reintroduce myself.
My name is __________, calling from DF King & Co on behalf of Robertson Stephens
Investment Trust. Today's date is __________ and the time is __________.
May I please have your name?
Have you received the proxy materials?
May I please have your address?
And finally the last 4 digits of your social security number?
ACTUAL VOTING
Your Board of Trustees has made a series of proposals which they have studied
carefully. They recommend that you vote in favor of all of them. Would you
like to vote in favor of all the proposals as recommended by your Board?
CLOSING
I have recorded your votes. You have voted __________. Is that correct?
In the next 72 hours, we'll mail you a letter confirming your votes. If you
wish to change your vote for any reason, please call us at the number listed in
the letter. Thank you for your time.
-2-
