Enter Site >

Top Cap

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
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.