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.

News & Commentary

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 […]

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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 […]

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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 […]

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First Wilshire Featured in Value Investor Insight

Speaking to Value Investor Insight, First Wilshire Securities CEO and Portfolio Manager Scott Hood exemplified the firm’s intensive research process to support the investment case for Northwest Pipe Co., the country’s largest manufacturer of steel pipes for water infrastructure systems. Rather than focus on cyclical tailwinds, Scott pointed to the company’s fundamentals – a 33% […]

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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.