As of September 30, 2020
|Strategy Benchmark||AJO Universe Segment||Inception Date||Clients #||Assets $mm|
|AJO Small Cap Absolute Value Russell 2500 Value Index||smallest 2,500||12/31/98||4||746|
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.