Panelists: Portfolio Management Strategy

Theodore Aronson
Founder
Aronson+Johnson+Ortiz
Former Chair
CFA Institute

In 1984, Mr. Aronson (MBA, BS, Wharton), founded ARONSON+JOHNSON+ORTIZ (formerly Aronson+Partners and Aronson+Fogler). AJO is an institutional investment advisor with $26.2 billion under management.

Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a member of the Quantitative Equities Group, which provided innovative practical applications of Modern Portfolio Theory and quantitative portfolio management. This group managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management.

Mr. Aronson was chair of the CFA Institute (formerly AIMR) and is both a CFA charterholder and Chartered Investment Counselor. He chaired AIMR’s Trade Management Guidelines Task Force. He is a trustee of Spelman College and a member of its investment committee. He was a Lecturer in Finance at The Wharton School and is a frequent speaker on Wall Street issues, especially innovations in trading methods to minimize transaction costs - including a session at Salomon Brothers’ training program. (Salomon’s training program was immortalized in Michael Lewis’ Liar’s Poker. When Mr. Aronson spoke, however, he was not pelted by spitballs!).

[ Back to Top | Panels]