Proudly Serving Clients through Research-Driven Investing

Since 1977

Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm. Our dedication to performing in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.

Commentary

Small Value vs Large Growth – Rolling 10 year Returns

The following chart shows the rolling 10 year returns of small cap value versus large cap growth. Red columns mark periods where the prior 10 years favored large cap growth. The chart shows that small caps have tended to outperform far more frequently. This year was shaping up to be the first time ever that […]

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The Future of Retail: Amazon vs. the Rest

Disruption, confusion and severe stock price drops always offers the opportunity to uncover mispriced stocks. This led us to screen through all the U.S. retail companies, visit select companies and stores, while debating the future of retail. The disruption of retail begins with a look at Amazon. So far in 2017, Amazon’s stock market value […]

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First Wilshire Celebrates 40 Years

First Wilshire is not prone to celebrating success and milestones, and in fact we are rather superstitious about it, but we’re proud to note that 2017 marks First Wilshire’s 40 year anniversary serving our clients. We’ve been “Detecting Value Since 1977,” and surviving this many years is an accomplishment in itself, but doing so with […]

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First Wilshire Welcomes Cristian Pedroza

We are pleased to announce that Cristian Pedroza has joined First Wilshire as our new Trader. He brings with him nearly a decade of trading experience which includes trading our style of small-cap and international investments. Cristian holds a B.S. in Business Administration with a concentration in Finance from California State University, Fullerton. We welcome Cristian to the […]

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IMPORTANT DISCLOSURES: All investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will be successful. Additional information about us is also available on the SEC’s website at: www.adviserinfo.sec.gov. Please read our Risks and Considerations along with our Policies page.