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
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 […]
The top 10 Russell 2000 companies had a combined market capitalization of $66.1 billion, produce pre-stock compensation after tax profit of $815.8 million of which they paid out $357.5 mil in stock compensation (44%). The median stock compensation of the top 10 was 32.0% and trade at a price-to-earnings multiple of 144x. This is a […]
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