Investment Programs for Not-for-Profits | Wespath Institutional Investments

The Small and Mid-Cap Stock Advantage

Company size, measured by market value or market capitalization (market cap), is an important factor when analyzing and selecting stocks. But getting a handle on small-cap, mid-cap and large-cap strategies can be daunting for investors. In our latest paper, Mark Warren – Manager, Public Equities – breaks down these concepts and explains why the Wespath equity funds maintain a “bias” to small and mid-sized companies.

Read the white paper

Wespath Institutional Investments (WII) balances fiduciary responsibility to our investors with an investment philosophy informed by the values of The United Methodist Church. The framework that guides our investment strategy is designed for positive, long-term financial results:

Long-Term Perspective
Diversification
Active Management
Sustainability

The health of your organization as it relates to investment is our utmost concern. Guided by principles - ethical and fiscal - we are committed to helping our investor's organizations attain prosperous, sustainable futures.