Proudly Serving Clients through Research-Driven Investing

Since 1977

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.

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Commentary

First Wilshire Profiled in CityWire USA’s ‘Boutique of the Week’ Section

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 noted […]

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First Wilshire Welcomes Nicole Green

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 […]

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Since you Asked About Bitcoin

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 […]

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Small Value vs Large Growth – Rolling 10 year Returns

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 […]

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IMPORTANT DISCLOSURES: All investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will be successful. Additional information about us is also available on the SEC’s website at: www.adviserinfo.sec.gov. Please read our Risks and Considerations along with our Policies page.