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