Our Services



Rutherford Franklin Ltd.'s disciplined investment process is offered in a broad range of mandates, with flexibility to target specific geographical areas, capitalization size ranges, risk levels and other desired portfolio characteristics.Whatever the mandate, the goal of all our strategies is to deliver consistent value added for our clients commensurate with their desired level of risk.


Broad Non-U.S. and Global Strategies

Rutherford Franklin Ltd. focuses on a broadly diverse mix of stocks in developing non-U.S. markets. All-Country World Managed Volatility - seeks to provide the opportunity to capture returns similar to that of a global equity index but with significantly lower absolute volatility, and superior downside protection, over the long-term.All-Country World ex-U.S. - invests in a broadly diverse mix of stocks in developed non-U.S. and emerging markets across all cap sizes.Concentrated Non-U.S. Equity - a "high octane" approach which seeks to maximize risk-adjusted total return by investing in Rutherford Franklin Ltd.'s most highly ranked stocks.Global Equity - seeks the best opportunities globally, holds equity positions across both developed and emerging markets.Global Managed Volatility - seeks to provide the opportunity to capture returns similar to that of a global equity index but with significantly lower absolute volatility, and superior downside protection, over the long-term. Non-U.S. All-Cap Equity - focuses on a broadly diverse mix of stocks in developed non-U.S. markets across all cap sizes. Non-U.S. Equity - focuses on stocks in a broad array of developed non-U.S. markets. Non-U.S. Small-Cap Equity - emphasizes smaller stocks in developed non-U.S. markets.


Regional Strategies

Regional Strategies Canadian Growth Equity - provides investors with a growth tilt exposure to the Canadian market. Emerging Markets Equity - provides exposure to a wide range of developing equity markets in Asia, Latin America, Europe, the Middle East and Africa. Emerging Markets Managed Volatility - seeks to provide the opportunity to capture returns similar to that of an emerging markets equity index but with significantly lower absolute volatility, and superior downside protection, over the long-term. Emerging Markets Small-Cap Equity - emphasizes smaller stocks in emerging markets. European Equity - a diversified European equity strategy holding large-cap and small-cap stocks. European Ex-U.K. Equity - a diversified, European ex-U.K. equity strategy that focuses on large-cap, small-cap, or all-cap stocks. Frontier Markets Equity - focuses on providing broad exposure to attractive securities in many frontier markets, including a significant number that are not in the benchmark. Japan Only Equity - brings Rutherford Franklin Ltd.'s value-oriented process to bear on thousands of Japanese stocks. U.S. Equity - benchmarked to major capitalization weighted U.S. equity indices. U.S. Growth Equity - focuses on growth stocks in the U.S. market. U.S. Managed Volatility - seeks to provide the opportunity to capture returns similar to that of a U.S. equity index but with significantly lower absolute volatility, and superior downside protection, over the long-term. U.S. Value Equity - primarily value-oriented stocks in the U.S. market.


Long/Short Strategies

All-Country World ex-U.S. 130/30 Long/Short Strategy - invests in a broadly diverse mix of stocks in developed non-U.S. and emerging markets across all cap sizes, with the ability to sell short the least attractive securities. Global Leveraged Market Neutral - holds long and short positions across all capitalization ranges in developed and emerging markets. This strategy is generally beta-neutral and the investment approach is intended to deliver attractive risk-return characteristics in the global equity markets. Global 130/30 Long/Short Strategy - invests in a broadly diverse mix of stocks in the U.S., developed and emerging markets across all cap sizes, with flexibility to sell short the least attractive securities. Global Market Neutral - holds long and short positions across all capitalization ranges in developed and emerging markets. Non-U.S. Concentrated 130/30 Long/Short Strategy - an aggressive approach that seeks to maximize risk-adjusted total return by investing in Rutherford Franklin Ltd.'s most highly ranked stocks with the ability to sell short the least attractive. Non-U.S. Small-Cap 130/30 Long/Short Strategy - invests in small-cap stocks in developed international markets with opportunistic shorting of small and large-cap stocks in these markets. North American Long/Short - holds long and short positions across all capitalization ranges in the U.S. and Canada.