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 recently had the privilege of hosting a client appreciation brunch for our Los Angeles area clients at a historical Pasadena venue. The portfolio managers and analysts discussed the reasons small cap value stocks have historically outperformed growth and large cap stocks, First Wilshire’s hands-on research process, and the outlook going forward. We enjoyed this […]
Speaking to Value Investor Insight, First Wilshire Securities CEO and Portfolio Manager Scott Hood exemplified the firm’s intensive research process to support the investment case for Northwest Pipe Co., the country’s largest manufacturer of steel pipes for water infrastructure systems. Rather than focus on cyclical tailwinds, Scott pointed to the company’s fundamentals – a 33% […]
First Wilshire was profiled in CityWire USA’s ‘boutique of the week’ section featuring an interview with CEO and Portfolio Manager Scott Hood. Scott discussed how First Wilshire’s founding principles have informed current ‘academic’ investment processes, including the firm’s proprietary one-pager and database, started in 1993 to keep a record of every company analyzed. He also […]
Nicole Green has joined First Wilshire as our new Vice President of Administration. Prior to joining First Wilshire, Nicole was a Principal at a large publicly traded investment management company where she was Head of the Investment Operations and Trade Operations teams. Prior to that Nicole worked at the law firms Morrison and Foerster LLP […]