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AJO is an independent, registered investment adviser, 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 international 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.

One hundred nine clients$26.4b
United States23.7
Large Cap17.5
Managed volatility2.5
Mid + small cap1.7
Top cap1.0
All cap0.1
Emerging markets2.2
All cap1.3
Small cap0.4
Global large cap0.2
Global small cap0.1
Managed volatility0.1
International large cap<0.1
International small cap<0.1
Global all cap<0.1
Global market-neutral<0.1

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 10/31/15.