As of December 31, 2019
|AJO Universe Segment||Inception Date||Clients
AJO Small Cap Absolute Value
Russell 2500 Value Index
Our strategies aimed at value indices are dubbed “Absolute Value” to distinguish them from strategies aimed at broader benchmarks.
Small Cap Fees
0.60% across the board
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.