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 09/30/21. The fund's latest filing disclosed 302MM in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/21. The fund's latest filing disclosed 302MM in positions, representing 48% of the manager's regulatory AUM.
FIRST WILSHIRE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST WILSHIRE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LBTYK | 17.83% | Cons. Disc. | -2.44% | -2.43% | 0 | 7% | ||
| JEF | 8.88% | Financials | 16.59% | 0.82% | 0 | 8% | ||
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FEATURED IN
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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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...
Get the Full Report
FIRST WILSHIRE Portfolio Concentration
FIRST WILSHIRE Location
1214 EAST GREEN STREET
SUITE 104
PASADENA, California
UNITED STATES, 91106
SUITE 104
PASADENA, California
UNITED STATES, 91106
FIRST WILSHIRE Contact Information
Phone Number: 626-796-6622
Fax Number: 626-796-8990
Website: http://firstwilshire.com
Fax Number: 626-796-8990
Website: http://firstwilshire.com
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Disclaimer
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