The Rutherford Investment Management philosophy is to invest long-term in growing companies in the best sectors, with low turnover and sufficient diversity to reduce risk.
Equities may provide growth for the portfolio and be a hedge against inflation. The equity portion of the portfolio should be fully invested in sectors providing the best opportunities and in companies that demonstrate strong growth fundamentals. Equities may also provide income. A well-diversified portfolio may help reduce risk and volatility.
Fixed Income Philosophy
For balanced portfolios, fixed income securities can provide a reduction of risk, reduce volatility and generate interest income. The fixed income portfolio may be invested in a diversified portfolio of fixed income funds.