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Large Cap

As of September 30, 2020

Strategy Benchmark AJO Universe Segment Inception Date Clients # Assets $mm
AJO Large Cap S&P 500 Index largest 500 04/30/92 5 302
AJO Large Cap – Absolute Value 500 S&P 500 Value Index largest 500 12/31/99 3 241
AJO Large Cap 1000 Russell 1000 Index largest 1,000 10/31/02 1 440
AJO Large Cap – Absolute Value Russell 1000 Value Index largest 1,000 12/31/95 25 5,094

Our strategies aimed at value indices are dubbed “Absolute Value” to distinguish them from strategies aimed at broader benchmarks.

Large Cap Fees
0.30% on the first $250 million
0.20% on the next $250 million
0.15% on the next $500 million
0.125% thereafter

Minimum initial investment is $25 million. AJO follows a most-favored-nation policy regarding fees: no fixed-fee client pays more than the lowest fixed fee charged for a similar mandate of the same size. Performance-based fees are also available — indeed, encouraged.

See portfolio characteristics here and performance here.