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. The 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 allow First Wilshire to attract a loyal following of like-minded professionals and investors.

Our Portfolio

Our Portfolio Managers and Analysts have the energy and tenacity to find such unknown, undervalued companies, and the patience to hold a position. This discipline applied to companies with small capitalization is the most distinguishing characteristic of our firm.

Client Service

Our dedication to providing superior client service and access to Portfolio Managers has allowed First Wilshire to enjoy long term client relationships.

Value Investment

We have patiently adhered to a value investment philosophy throughout our history, recognizing companies with great prospects at attractive prices. We do not specialize in any other strategies, styles, or securities.

45

Year History

2000+

Companies Analyzed

About Us

We are Currently Accepting New Clients

Founded in 1977 and based in Pasadena, California, First Wilshire Securities Management is an employee-owned boutique investment manager serving institutional and individual clients. Our Mission is simple. To be a top performing research-driven investment manager operating as a family-like company that contributes to the well-being of our clients and employees.

Our Team

Our multinational staff has over 100 years of combined First Wilshire research experience. To see the rest of the team, click here.

Scott Hood, CFA

Chairman, Portfolio Manager

Howard Lu, CFA

CEO, Portfolio Manager

Bill Caton, CFA

Portfolio Manager, Head of Trading

Nicole Green

Chief Operating Officer, Chief Compliance Officer

We are dedicated to the value investing proposition and to providing like-minded investors with an opportunity for above market returns.

Latest News

Interest Rates Increase 3x

Interest Rates Increase 3x

It’s truly ironic that the stock market is very likely higher now than it would’ve been if no pandemic

Tracking Global Reopening from Airplane Boneyards

Tracking Global Reopening from Airplane Boneyards

Visit to Mojave Air and Space Port and Victorville Airport in the high desert of California. During Covid-19, and

Pie in the Sky Stock Market Valuations

Pie in the Sky Stock Market Valuations

The more investors are obsessed with pie in the sky, the more they ignore gems at hand. We understood

Tracking Global Maritime Traffic

Tracking Global Maritime Traffic

This is a global image of all maritime traffic on the first morning of the first business day of