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 09/30/16. The fund's latest filing disclosed 23BN in positions, representing 90% of the manager's regulatory AUM.

AJO LP StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AJO LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.21% Health -4.31% -0.03% 1 34%
JPM 2.93% Financials 29.32% 0.08% 0 35%
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FEATURED IN
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Pensions & Investments logo
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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...
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AJO LP Portfolio Concentration

AJO LP Location

230 SOUTH BROAD STREET
TWENTIETH FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102-4102

AJO LP Contact Information

Phone Number: 215.546.7500
Fax Number: 215.546.7506
Website:

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