top of page
Reference Equity
New Background.png

Does Your Portfolio Need Diversification?

Reference Equity's small cap portfolios provide our clients with real diversification across numerous investment attributes:

  • Size (Small Cap)

  • Style (Value)

  • Currency (Unhedged Portfolios)

  • Construction (Fundamental, Active Management)

  • Risk (Downside Protection)

​

Get in touch to understand how our small cap solutions can enhance and protect your investment portfolio.

New Background.png

Our Perspectives

2345
New Background.png

Value Investing Evolved

Reference Equity constructs differentiated Global & International Small Cap equity portfolios based on a fundamental, long-term, Quality | Value philosophy. 

Featured on...

download.png
New Background.png

Our Strategies

20-40 stock portfolio of small cap businesses across the globe.

Global Small Cap

20-40 stock portfolio of small cap businesses outside the US.

International Small Cap

New Background.png

Learn More

bottom of page