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Large Cap

As of November 30, 2018

Strategy
Benchmark
AJO Universe Segment Inception Date Clients
#
Assets
$mm
AJO Large Cap
S&P 500 Index
largest 500 04/30/92 12 1,726
AJO Large Cap – Absolute Value 500
S&P 500 Value Index
largest 500 12/31/99 4 526
AJO Large Cap 1000
Russell 1000 Index
largest 1,000 10/31/02 2 446
AJO Large Cap – Absolute Value
Russell 1000 Value Index
largest 1,000 12/31/95 55 10,835

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.