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

High Valuations and High Compensation in the Russell 2000

The top 10 Russell 2000 companies had a combined market capitalization of $66.1 billion, produce pre-stock compensation after tax profit of $815.8 million of which they paid out $357.5 mil in stock compensation (44%). The median stock compensation of the top 10 was 32.0% and trade at a price-to-earnings multiple of 144x. This is a […]

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First Wilshire’s CEO Scott Hood Interviewed by Bloomberg

Scott Hood, CEO and Portfolio Manager at First Wilshire appeared on Bloomberg Daybreak Australia where he discussed top-line issues – like global trade tensions and interest rates that could impact and potentially boost small cap performance in 2019. He also touched upon the market for leveraged cyclical stocks, noting that it could be time for […]

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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.