As of September 30, 2020
|Strategy Benchmark||AJO Universe Segment||Inception Date||Clients #||Assets $mm|
|AJO Top Cap Russell Top 200 Index||largest 200||08/31/01||1||66|
Top Cap Fees
0.25% on the first $250 million
0.15% on the next $250 million
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.