Texas First Investment Management Company is a Houston-based Registered Investment Advisor. We have consistently ranked as one of the country’s top investment managers, by combining our diversified, value-oriented approach with our unparalleled long-term expertise investing in publicly-held companies.

 

We believe to maximize long-term returns, it is critical to avoid losses in down markets, by minimizing risk in fully-valued markets.

 

VALUE APPROACH * FUNDAMENTAL RESEARCH * DIVERSIFICATION

RISK MINIMIZATION * LONG-TERM TIME HORIZON * FOCUS

  

 

• Morningstar Five-Star Rating in 2009
  1,3, and 5 year periods

 

• Morningstar Rated “Below Average Risk”
  1,3, and 5 year periods.
  Seperate account manager mid-cap value category.

 

• #5 among all U.S. Equity Value Managers
  2004 – 2005 five year period.
  Pensions and Investments Magazine – May 4, 2009

 

• #1 Morningstar Mid-Cap Value Seperate Account Managers
  2007, with a 23.18% return.

 

• #1 Large-Cap Value Manager
  Money Manager Review : 2002-2008

 

• #1 Mid Cap Value Seperate Account Manager
  Morningstar – 2007

 

• #1 Large Cap Manager
  Money Manager Review – 2007

 

• #1 Large Cap Value Manager
  Money Manager Review – Five Year Period: 2001-2005

 

• # 1 Large Cap Value Investment Manager
  One year period ending June 30, 2007
  Pensions and Investments Magazine’s Report on Top Performing Managers
  August 20, 2007

 

• # 2 Investment Manager in USA First Quarter 2007 Universe:
  ALL equity products of ALL U.S. Investment Managers – Large Cap Value Portfolio
  Barron’s May 21, 2007

 

• # 2 Large Cap Value Manager
  Five Year Period 2001-2005
  Risk-Adjusted Returns Money Manager Review -2006

 

• # 3 Mid Cap Value Manager
  Five Year Period : 2002-2006
  Pensions and Investments Magazine Annual Report on Top Performing Managers
  February 19, 2007

 

• # 8 Equity Investment Manager in USA
  One year period ending June 30, 2007 – Large Cap Value portfolio – 39.9% Return
  Pensions & Investments Magazine’s Annual Report on Top Performing Managers
  February 19, 2007

 

• # 8 Small Cap Value Manager
  Five Year Period 2002-2006
  Pensions and Investments Magazine’s Annual Report on Top Performing Managers
  February 19, 2007

 

• # 10 in the Composite of All Value Equity Managers
  Five Year Period 2002-2006
  Pensions and Investments Magazine’s Annual Report on Top Performing Managers
  February 19, 2007

 

• Lowest Decile of Risk
  Five Year Period 2001-2005
  Money Manager Review – 2006

 

• Lowest Decile of Risk
  For Seven-Year Period 2001-2007
  Money Manager Review – 2008