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.
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 […]
January 23, 2018 We have been asked several times what we think of bitcoin and crypto-currencies. Generally we just say we don’t think much about it and forward a few good articles we have tucked away. We have no idea where it should trade and believe it has about equal odds of dropping to 5,000 […]
The following chart shows the rolling 10 year returns of small cap value versus large cap growth. Red columns mark periods where the prior 10 years favored large cap growth. The chart shows that small caps have tended to outperform far more frequently. This year was shaping up to be the first time ever that […]
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 […]