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
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’ […]
First Wilshire CEO and Portfolio Manager Scott Hood was featured in Barron’s, where he discussed valuations of major internet stocks in the Chinese equities market off the back of his recent trip to the country in July. Article excerpt: When Tencent shares will rise again is harder to predict. For one thing, valuation isn’t particularly […]
Excerpt from our newsletter: A headline worth pointing out from the 2nd quarter was the official unemployment rate hitting 3.8%, the lowest level in 18 years. It is interesting to note that the last time unemployment hit 3.8% was in April 2000 and lasted only one month. One would have to go all the way […]