Dear Clients, For many investors, 2022 was a year to forget. The Russell 2000 was down 20.5%, the S&P…
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. The 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.
Founded in 1977 and based in Pasadena, California, First Wilshire Securities Management is an employee-owned boutique investment manager serving institutional and individual clients. Our Mission is simple. To be a top performing research-driven investment manager operating as a family-like company that contributes to the well-being of our clients and employees.
Our multinational staff has over 100 years of combined First Wilshire research experience. To see the rest of the team, click here.