Proudly Serving Clients through Research-Driven Investing
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.
News & Commentary
First Wilshire CEO Scott Hood is featured in Investor’s Business Daily’s ‘Stock Market Forecast for 2019’. “Small-cap stocks can be an important fuel for the overall market. But in late 2018, they led Wall Street’s slump. Will they continue to be a drag?” The article states that 2019 could shape up to be a stock […]
Bill Caton, CFA, Research Analyst and Senior Trader at First Wilshire spoke with The Wall Street Transcript’s Ed Silverstein regarding his disciplined, value-oriented approach to uncovering small cap gems. Read more of the interview at The Wall Street Transcript
Scott Hood, CEO and Portfolio Manager at First Wilshire appeared on Bloomberg Daybreak Australia where he discussed top-line issues – like global trade tensions and interest rates that could impact and potentially boost small cap performance in 2019. He also touched upon the market for leveraged cyclical stocks, noting that it could be time for […]
First Wilshire’s Howard Lu, portfolio manager and director of research, said in an interview with Barron’s that “investing in small-caps is one way to bet on the U.S. economy versus the rest of the world.” “To the extent that the domestic economy is performing better than the international economy, whether it’s in reality or investors’ […]