AJO LP Overview
Ajo Lp is an investment advisor that manages 26.1 BN dollars in regulatory AUM and has 54 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 199MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 199MM in positions, representing 1% of the manager's regulatory AUM.
AJO LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AJO LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
AJO LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Theodore R. Aronson | Managing Principal; Limited Partner | August-1984 |
| Martha E. Ortiz | Principal; Limited Partner | January-1993 |
| Paul E. Dodge | Principal; Limited Partner | January-2000 |
| Stefani Cranston | Principal;Limited Partner | January-2001 |
| Gina Marie N. Moore | Principal;Limited Partner | January-2001 |
| Gregory J. Rogers | Principal;Limited Partner | January-2001 |
| Joseph F. Dietrick | Principal;Limited Partner;Chief Compliance Officer;Clo | June-2004 |
| Robert B. Wenzinger | Principal;Limited Partner | January-2005 |
| Arup K. Datta | Principal; Limited Partner | June-2012 |
| Shafiq K. Ebrahim | Principal; Limited Partner | January-2010 |
| James S. Lobb | Principal; Limited Partner | July-2012 |
| Douglas D. Dixon | Prinicipal; Limited Partner | January-2005 |
AJO LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
AJO LP Investment Strategy
Item 8.
As of December 31, 2014, AJO managed $25,529,524,795 in value-oriented equity mandates for 94 institutional clients in 126 discretionary accounts. In addition, AJO provides model portfolio holdings to one or more clients.
I TEM 5 – F EE S A N D C OMP E N S A T I O N
The specific manner in which fees are charged by AJO is established in a client’s written agreement with AJO. Fees are calculated as a percentage of the value
of assets under management, are payable in arrears, and are usually billed quarterly. Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals). Accounts initiated or terminated during a calendar quarter are charged a prorated fee. Upon termination of any account, any prepaid, unearned fees are promptly refunded, and any earned, unpaid fees will be due and payable. A client may t...
Unlock Full Investment Process Description
As of December 31, 2014, AJO managed $25,529,524,795 in value-oriented equity mandates for 94 institutional clients in 126 discretionary accounts. In addition, AJO provides model portfolio holdings to one or more clients.
I TEM 5 – F EE S A N D C OMP E N S A T I O N
The specific manner in which fees are charged by AJO is established in a client’s written agreement with AJO. Fees are calculated as a percentage of the value
of assets under management, are payable in arrears, and are usually billed quarterly. Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals). Accounts initiated or terminated during a calendar quarter are charged a prorated fee. Upon termination of any account, any prepaid, unearned fees are promptly refunded, and any earned, unpaid fees will be due and payable. A client may t...
Unlock Full Investment Process Description
AJO LP Portfolio Concentration
AJO LP Location
230 SOUTH BROAD STREET
TWENTIETH FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102-4102
TWENTIETH FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102-4102
AJO LP Contact Information
Phone Number: 215.546.7500
Fax Number: 215.546.7506
Website: http://www.ajopartners.com
Fax Number: 215.546.7506
Website: http://www.ajopartners.com
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