Coronavirus Update

Coronavirus Disease (aka “SARS-CoV-2”, “COVID-19”) How is First Wilshire Prepared as an Organization? The Coronavirus disease (“COVID-19”) is a major global challenge that has resulted in significant stock market losses and, more importantly, concerns about the health of our families, friends and neighbors. There are many things out of our control. However, there are many […]

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 […]

First Wilshire’s Howard Lu provides insight on small-cap stocks to Barron’s

First Wilshire’s Howard Lu, portfolio manager and director of research, said in an interview with Barron’s that “investing in small-caps is one way to bet on the U.S. economy versus the rest of the world.” “To the extent that the domestic economy is performing better than the international economy, whether it’s in reality or investors’ […]