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Preface

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 thirteen clients  $24.9b
   
United States22.0
Large Cap16.2
Managed volatility2.5
Mid + small cap1.6
Top cap0.8
Long/short0.8
All cap0.1
   
Emerging markets2.2
All cap1.3
Small cap0.5
Long/short0.3
Large cap0.1
   
Global/International0.7
Large cap 0.3
Small cap0.2
Managed volatility0.1
All cap 0.1
Long/short<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 5/31/18.