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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The Future of Retail: Amazon vs. the Rest

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 […]

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First Wilshire Celebrates 40 Years

First Wilshire is not prone to celebrating success and milestones, and in fact we are rather superstitious about it, but we’re proud to note that 2017 marks First Wilshire’s 40 year anniversary serving our clients. We’ve been “Detecting Value Since 1977,” and surviving this many years is an accomplishment in itself, but doing so with […]

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First Wilshire Welcomes Cristian Pedroza

We are pleased to announce that Cristian Pedroza has joined First Wilshire as our new Trader. He brings with him nearly a decade of trading experience which includes trading our style of small-cap and international investments. Cristian holds a B.S. in Business Administration with a concentration in Finance from California State University, Fullerton. We welcome Cristian to the […]

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Interest Rates Effect on Performance

 So how do stock markets, and in particular small caps, perform during rising rate cycles? The table below, produced by Standard & Poor’s (S&P), shows small stocks (the S&P 600 and Russell 2000) have tended to outperform larger stocks (S&P 500) when interest rates rise. Rising interest rates do not automatically spell doom for stocks. […]

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Great Companies

Great Companies One of the best ways to outperform is to identify “great companies.” In this spirit, our research team set time aside this quarter to describe and debate what factors make a great company. We focused on how a company becomes and stays great, which helps us in our search for new companies, and […]

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