U.K. Materials Healthy potentially undervalued

Breedon Group

Market Cap: UK£1.3b

Engages in the quarrying, manufacture, and sale of construction materials and building products primarily in the United Kingdom and internationally.

Central Asia Metals

Market Cap: UK£282.5m

Operates as a base metals producer.

Rio Tinto Group

Market Cap: UK£76.3b

Engages in exploring, mining, and processing mineral resources worldwide.

Kenmare Resources

Market Cap: UK£293.6m

Engages in the production and sale of mineral sand products in China, rest of Asia, Europe, the United States, and internationally.

Anglo American

Market Cap: UK£23.4b

Operates as a mining company in the United Kingdom and internationally.

Johnson Matthey

Market Cap: UK£3.1b

Engages in the clean air, catalyst and hydrogen technology, and platinum group metals (PGM) service businesses in the United Kingdom, Germany, rest of Europe, the United States, rest of North America, China, rest of Asia, and internationally.

Treatt

Market Cap: UK£127.0m

Manufactures and supplies various natural extracts and ingredients to beverage, flavor, fragrance, and consumer goods markets.

Atalaya Mining Copper

Market Cap: UK£715.1m

Engages in the mineral exploration and development in Spain.

Victrex

Market Cap: UK£611.4m

Through its subsidiaries, engages in the manufacture and sale of polymer solutions worldwide.

Michelmersh Brick Holdings

Market Cap: UK£95.1m

Together its subsidiaries, manufactures and sells bricks and brick prefabricated products in the United Kingdom and rest of Europe.