The First Wilshire team takes great pride in our research driven investment style and dedication to exceptional client service. We have an in-house team of financial experts that spend every day searching for values across the equity markets around the world. Our researchers avoid group-think and are encouraged to act independently. This approach is not for the sake of non-conformity or just to be different. We seek to develop independent viewpoints instead of conforming to the majority view. We believe this results in a much higher probability that we will recognize companies and changing trends that others have yet to see. We are always looking for the diamond in the rough. As our founder often said “conventional wisdom results in conventional returns.”

While we consider companies of all sizes, our search for the rare combination of high growth and low valuation brings us to the small-cap universe. The small-cap universe is never without intriguing revelations. We consider small caps to be publicly traded companies with market capitalizations up to $2 billion. Over 80% of all U.S. public companies belong to the small cap equity class. Large Wall Street firms, however focus only on the largest companies, representing a small fraction of the number of opportunities.