Enter Site >

Mid & Small Cap

As of November 30, 2018

Strategy
Benchmark
AJO Universe Segment Inception Date Clients
#
Assets
$mm
AJO Mid Cap
Russell Midcap Index
mid 800 06/30/95 1 414
AJO Small Cap
Russell 2000 Blend
smallest 2,000 09/30/91 1 11
AJO Small Cap – Absolute Value
Russell 2500 Value Index
smallest 2,500 12/31/98 6 969

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

Mid Cap Fees
0.55% across the board

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.

See portfolio characteristics here and performance here.