Ed Wedbush

Provides financial services

Provides financial, securities brokerage, wealth management and investment banking services

Wedbush Opportunity Capital (WOC) focuses on investments in undervalued and capital constrained public and private companies that have significant potential for appreciation. The firm invests with high quality management teams with domain expertise and expects management to retain or make a significant equity investment. They look for fundamentally sound smaller public companies with attractive business prospects that require equity capital from non-traditional sources. WOC often invests in companies that are underappreciated by Wall Street analysts and institutional investors due to their size, industry or recent disappointing performance. The firm maintains a longer-term investment approach. They provide capital for organic growth, acquisitions or recapitalizations. Typically, WOC builds an equity position through public market purchases or privately negotiated transactions. Companies and their Boards of Directors often partner with the firm in privately-negotiated transactions including recapitalizations, structured equity investments or block trades. WOC tends to invest in the stocks of US small-cap companies in the electronic technology, industrial services and healthcare services sectors.

Functions as a College/University

Functions as a College/University

Stock Exchange

WS-IM utilizes a variety of strategies based on clients’ investment objectives, financial circumstances, risk tolerance, and financial needs. Such strategies typically include long term and short term purchase of securities. Portfolios typically include stocks, bonds, mutual funds, fixed income and alternative investments.