FIRST WILSHIRE Overview

First Wilshire Securities Management Inc is an investment advisor that manages 623.7 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 334MM in positions, representing 54% of the manager's regulatory AUM.

FIRST WILSHIRE StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIRST WILSHIRE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JEC 4.21% Industrials 17.29% 0.38% 0 10%
AGM 4.11% Financials 31.59% 0.67% 5 2%
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FEATURED IN
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FIRST WILSHIRE Founders and Key Employees

Name Title In Position Since
Scott W. Hood President & Ceo June-2002
Thomas H. Hanson V.P. & Chief Operating Officer February-2010
Mitchell W. Howard Chief Compliance Officer & Finop April-2013
Feliks Zlochistyy Finop December-2012

FIRST WILSHIRE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

FIRST WILSHIRE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis

We use primarily fundamental analysis to determine which companies to purchase and sell. We also utilize a variety of informational sources and strategies to make investment decisions. We may use any or all of the following:

• direct contact with company representatives;
• conference calls;
• quote and news service providers;
• various on-line informational websites;
• financial audits;* and,
• regulatory filings.*

*We rely on the accuracy of information provided in a company's financial audits and regulatory filings.

We may increase or decrease cash positions and /or purchase or sell securities when conditions warrant as part of our overall investment strategy.

Investment advisory account decisions for SMAs and the Funds are made by our investment committee. Our CEO and President, Scott Hood, is the...
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FIRST WILSHIRE Portfolio Concentration

FIRST WILSHIRE Location

1214 EAST GREEN STREET
SUITE 104
PASADENA, California
UNITED STATES, 91106

FIRST WILSHIRE Contact Information

Phone Number: 626-796-6622
Fax Number: 626-796-8990
Website:

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Disclaimer

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