Investment Committee Meeting
News & Commentary
First Wilshire’s CEO Scott Hood Speaks with Barron’s
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 […]
Unemployment Rate at Rare Level
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 […]
The Active Advantage
We operate in an area of the market much better suited to active management. There are far more companies to sort through and much less information is readily available. We are true active investors performing in-depth research from the bottom up. Each position is owned because we believe it offers superior upside potential, often coupled […]
First Wilshire Hosts Client Meeting
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 […]