We put our money where our mouth is.

We offer client-driven mandates and client-aligned fees in a client-friendly atmosphere of transparency and candor.

AJO Vista Emerging Markets
Small Cap

MSCI Emerging Markets Small Cap

Portfolio Characteristics Performance
AJO Vista US Micro Cap

Russell Microcap

Portfolio Characteristics Performance
AJO Vista International
Small Cap

MSCI World ex USA Small Cap

Portfolio Characteristics Performance

Across the board, the annual return
and risk objectives for our initial offerings are:

3.5%

Gross prospective added value

4.5%

Tracking error above stated benchmarks.

These objectives do NOT reflect actual account returns and are NOT guaranteed returns.
Actual client returns may differ materially, and clients may —gulp!— lose money.

Performance based fees
are available — in fact,
encouraged!

SEE EXAMPLE

We charge a standard fee of 0.8% on all assets for our work (specifically, the strategies listed above).

Performance-based fees are willingly set with symmetry around our standard fee and a strategy’s return objective.

We suggest them for the partnership they create.

We put our money where our mouth is.

AJO Vista Emerging Markets Small Cap

MSCI Emerging Markets Small Cap

AJO Vista US Micro Cap

Russell Microcap

AJO Vista International Small Cap

MSCI World ex USA Small Cap

Across the board, the annual return and risk objectives for our initial offerings are:

Performance based fees are available — in fact, encouraged!

CARTOONS

Mailing Request

AJO Vista Emerging Markets
Small Cap

AJO Vista International
Small Cap

Across the board, the annual return
and risk objectives for our initial offerings are:

Performance based fees
are available — in fact,
encouraged!