News & Commentary
Small Cap Growth P/Es Relative to Value P/Es Near Highest Levels in over 15 Years
Despite all the economic uncertainties, dizzying headlines, and volatilities, the stock market has held up surprisingly well. The overall market, as measured by S&P 500, is 7.1% above its previous record high (Sept, 2018). In a strong market, value investors tend to see fewer opportunities due to higher valuations. However, we haven’t observed a dwindling […]
Teaching the Next Generation
First Wilshire has a long history of training interns, several of which later became employees. Apart from graduates or near graduates with a strong interest in investment research, we have also hosted a few high school students. The basic concepts of finance and research are invaluable to everyone and we enjoy planting the seeds early. […]
Cybersecurity: Protecting Your Identity, Data and Assets
The First Wilshire Team takes extra steps to ensure our clients data is secure but it’s always a good idea for individuals to be aware of common cyber threats, how cyber-criminals use stolen data and best practices for protecting your data. The following presentation provides useful information on protecting your identity, data and assets. • […]
How Socially Conscious are ESG Funds?
The concept of socially conscious investing, known as ESG (for Environmental, Social, and Governance investment criteria) has been around a long time but has picked up steam in recent years. One of your portfolio managers did his senior project in college under the guidance of one of the early professors in the ESG area, who […]