4th Quarter 2022 Newsletter
Dear Clients, For many investors, 2022 was a year to forget. The Russell 2000 was down 20.5%, the S&P…
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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. The 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.
Our Portfolio Managers and Analysts have the energy and tenacity to find such unknown, undervalued companies, and the patience to hold a position. This discipline applied to companies with small capitalization is the most distinguishing characteristic of our firm.
Our dedication to providing superior client service and access to Portfolio Managers has allowed First Wilshire to enjoy long term client relationships.
We have patiently adhered to a value investment philosophy throughout our history, recognizing companies with great prospects at attractive prices. We do not specialize in any other strategies, styles, or securities.
Year History
Companies Analyzed
Founded in 1977 and based in Pasadena, California, First Wilshire Securities Management is an employee-owned boutique investment manager serving institutional and individual clients. Our Mission is simple. To be a top performing research-driven investment manager operating as a family-like company that contributes to the well-being of our clients and employees.
Our multinational staff has over 100 years of combined First Wilshire research experience. To see the rest of the team, click here.
Chairman, Portfolio Manager
CEO, Portfolio Manager
Portfolio Manager, Head of Trading
Chief Operating Officer, Chief Compliance Officer
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Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors recognizing companies with great prospects at an attractive price.
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