U.S. Diversified Financials Solid Balance Sheet and Fundamentals

PJT Partners

Market Cap: US$6.8b

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$4.7b

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

Ameriprise Financial

Market Cap: US$42.9b

Operates as a diversified financial services company in the United States and internationally.

Cohen & Steers

Market Cap: US$3.5b

A publicly owned asset management holding company.

DLocal

Market Cap: US$4.0b

Operates a payment processing platform worldwide.

Evercore

Market Cap: US$12.1b

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

SEI Investments

Market Cap: US$10.2b

A publicly owned asset management holding company.

Hamilton Lane

Market Cap: US$7.4b

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$3.7b

A publicly owned investment manager.

Qfin Holdings

Market Cap: US$3.0b

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.

Futu Holdings

Market Cap: US$25.8b

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

PayPal Holdings

Market Cap: US$62.0b

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

Jack Henry & Associates

Market Cap: US$11.8b

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

Cboe Global Markets

Market Cap: US$27.1b

Through its subsidiaries, operates as an options exchange in the United States and internationally.

Synchrony Financial

Market Cap: US$26.4b

Operates as a consumer financial services company in the United States.

ASA Gold and Precious Metals

Market Cap: US$866.2m

A publicly owned investment manager.

Metalpha Technology Holding

Market Cap: US$92.3m

Provides wealth management services in Hong Kong.

Value Line

Market Cap: US$354.3m

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

Jiayin Group

Market Cap: US$481.4m

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

Sezzle

Market Cap: US$2.0b

Operates as a technology-enabled payments company primarily in the United States and Canada.

GAMCO Investors

Market Cap: US$540.7m

A publicly owned holding investment manager.

Cantaloupe

Market Cap: US$777.5m

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

Dave

Market Cap: US$3.2b

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