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Top Cap

As of November 30, 2018

Strategy
Benchmark
AJO Universe Segment Inception Date Clients
#
Assets
$mm
AJO Top Cap
Russell Top 200 Index
largest 200 08/31/01 2 609

Top Cap Fees
0.25% on the first $250 million
0.15% on the next $250 million
0.10% 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.