Contact / Directions

AJO is an independent, registered investment advisor, founded in 1984. We use an active, value-oriented approach and a highly disciplined, quantitative process to build diversified, fully invested portfolios of U.S. and emerging markets equities for large, tax-exempt institutions.

We offer benchmark-relative and absolute-return strategies across all market caps.
Our systematic process lets us set our sights on most any well-defined benchmark.
We can vary tracking error or total volatility.

Ninety clients

Large cap
Mid + Small cap
Managed Volatility
Long/Short
Top cap
Emerging markets
All cap

$24.9

19.3
 1.9
1.1
0.9
0.8
0.8
0.1
 b

We forge a partnership with our clients, and their consultants. Our goal is to provide exemplary client service. All of our clients are available as references (except those that wish to remain anonymous).

Assets are as of 6/30/14.