U.S. Diversified Financials Solid Balance Sheet and Fundamentals

PJT Partners

Market Cap: US$7.4b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

Moelis

Market Cap: US$5.9b

Operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia.

Evercore

Market Cap: US$13.1b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

Cohen & Steers

Market Cap: US$3.6b

A publicly owned asset management holding company.

DLocal

Market Cap: US$4.0b

Operates a payment processing platform worldwide.

SEI Investments

Market Cap: US$10.7b

A publicly owned asset management holding company.

Hamilton Lane

Market Cap: US$8.4b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

Federated Hermes

Market Cap: US$3.9b

A publicly owned investment manager.

Qfin Holdings

Market Cap: US$3.7b

Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

PayPal Holdings

Market Cap: US$62.7b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

Futu Holdings

Market Cap: US$26.2b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Jack Henry & Associates

Market Cap: US$11.6b

Operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.

Coinbase Global

Market Cap: US$81.0b

Operates platform for crypto assets in the United States and internationally.

Jiayin Group

Market Cap: US$573.7m

Engages in the provision of online consumer finance services in the People’s Republic of China.

ASA Gold and Precious Metals

Market Cap: US$760.0m

A publicly owned investment manager.

Metalpha Technology Holding

Market Cap: US$126.3m

Provides wealth management services in Hong Kong.

FRMO

Market Cap: US$396.2m

Through Horizon Kinetics, LLC, operates as an investment advisory and independent research company in the United States.

Perella Weinberg Partners

Market Cap: US$1.9b

An independent advisory firm, provides strategic and financial advice services in the United States and internationally.

Dave

Market Cap: US$2.9b

Provides various financial products and services through its financial services platform in the United States.

Diamond Hill Investment Group

Market Cap: US$387.4m

Through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States.

GAMCO Investors

Market Cap: US$542.3m

A publicly owned holding investment manager.

Cantaloupe

Market Cap: US$789.4m

A digital payments and software services company, provides technology solutions for the self-service commerce market.

Value Line

Market Cap: US$359.6m

Engages in the production and sale of investment periodicals and related publications.

Artisan Partners Asset Management

Market Cap: US$3.7b

Artisan Partners Asset Management Inc. is publicly owned investment manager.