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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.

Fifty-five clients  $11.6b
United States10.2
Large Cap7.4
Managed volatility1.5
Small cap0.8
All cap0.2
Top cap0.1
Emerging markets/Global1.4
All cap0.9
Small cap0.4
China A<0.1
Managed volatility<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 8/31/20.