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.
Disruption, confusion and severe stock price drops always offers the opportunity to uncover mispriced stocks. This led us to screen through all the U.S. retail companies, visit select companies and stores, while debating the future of retail. The disruption of retail begins with a look at Amazon. So far in 2017, Amazon’s stock market value […]
First Wilshire is not prone to celebrating success and milestones, and in fact we are rather superstitious about it, but we’re proud to note that 2017 marks First Wilshire’s 40 year anniversary serving our clients. We’ve been “Detecting Value Since 1977,” and surviving this many years is an accomplishment in itself, but doing so with […]
We are pleased to announce that Cristian Pedroza has joined First Wilshire as our new Trader. He brings with him nearly a decade of trading experience which includes trading our style of small-cap and international investments. Cristian holds a B.S. in Business Administration with a concentration in Finance from California State University, Fullerton. We welcome Cristian to the […]
So how do stock markets, and in particular small caps, perform during rising rate cycles? The table below, produced by Standard & Poor’s (S&P), shows small stocks (the S&P 600 and Russell 2000) have tended to outperform larger stocks (S&P 500) when interest rates rise. Rising interest rates do not automatically spell doom for stocks. […]