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February 12, 2016 6:35 PM ET

Capital Markets

Company Overview of Aronson+Johnson+Ortiz, LP

Company Overview

Aronson+Johnson+Ortiz, LP is an employee owned investment manager. It primarily provides its services to pension and profit sharing plans. The firm also caters to state or municipal government entities, charitable organizations, investment companies, banking or thrift institutions, pooled investment vehicles, other businesses, and multi-employers. It manages separate client focused equity portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity markets of the United States. The firm invests in value stocks of top cap, large cap, mid cap, and small cap companies. It employs long-only, 130/30, or long/short strategies while making investments. The ...

230 South Broad Street

Twentieth Floor

Philadelphia, PA 19102

United States

Founded in 1984





Key Executives for Aronson+Johnson+Ortiz, LP

Founder, Managing Principal and Portfolio Manager
Age: 64
Age: 64
Principal and Portfolio Manager
Age: 53
Principal and Portfolio Manager
Age: 40
Principal and Portfolio Manager
Age: 49
Compensation as of Fiscal Year 2015.

Aronson+Johnson+Ortiz, LP Key Developments

AJO Reports Earnings Results for the Second Quarter Ended June 30. 2015

AJO reported earnings results for the second quarter ended June 30. 2015. During the second quarter of 2015, adjusted EBITDA of the company increased 17.5% to $4.7 million, as compared to the second quarter of 2014, primarily due to the increase in volume.

AJO, LP Serves as Sub-Advisor to BPV Capital Management for the Launch of BPV Large Cap Value Fund

BPV Capital Management announced that it has teamed with AJO, LP and launched the BPV Large Cap Value Fund (BPVAX). While AJO typically requires a $25 million minimum investment, the BPV Large Cap Value Fund offers individual investors access to the firm's management with a $1,000 investment minimum. This represents the first retail-oriented fund in which AJO has served as sole sub-advisor. The fund employs a bottom-up, value-oriented investment approach, and a sophisticated quantitative model, leveraging the extensive experience of the seven-person investment team, led by AJO Founder and Managing Principal Ted Aronson. The investment objective of the BPV Large Cap Value Fund is to seek long-term capital appreciation. Benchmarked against the Russell 1000 Value Index, the fund is run by AJO's experienced team of portfolio managers, using sophisticated stock selection based on company value, management strength, momentum, and sentiment.

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