Global Diversified Financials Undervalued Dividend Payers

CITIC Securities

Market Cap: CN¥377.6b

Provides various financial products and services in China and internationally.

State Street

Market Cap: US$42.6b

Provides various financial products and services to institutional investors.

3i Group

Market Cap: UK£23.5b

A private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.

Partners Group Holding

Market Cap: CHF 22.1b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

Nomura Holdings

Market Cap: JP¥3.7t

Engages in the provision of investment, financing, and related services to individual, institutional, and government clients worldwide.

T. Rowe Price Group

Market Cap: US$22.2b

A publicly owned investment manager.

China Galaxy Securities

Market Cap: HK$130.3b

Provides various financial services in China, Hong Kong, and internationally.

Julius Bär Gruppe

Market Cap: CHF 13.0b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

DWS Group GmbH KGaA

Market Cap: €12.2b

Offers asset management services in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Ally Financial

Market Cap: US$13.0b

A digital financial-services company, provides various digital financial products and services in the United States and Canada.

Futu Holdings

Market Cap: US$12.6b

Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

ICG

Market Cap: UK£5.3b

A private equity firm specializing in direct and fund of fund investments.

EFG International

Market Cap: CHF 4.9b

Provides private banking, wealth management, and asset management services.

Azimut Holding

Market Cap: €5.0b

Provides asset management and advisory solutions in Italy, Europe, the Middle East, the Americas, and the Asia-Pacific.

Essent Group

Market Cap: US$5.6b

Through its subsidiaries, provides private mortgage insurance and reinsurance, and title insurance and settlement services to mortgage lenders, borrowers, and investors in the United States.

MGIC Investment

Market Cap: US$5.5b

Through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United States, the District of Columbia, Puerto Rico, and Guam.

Hamilton Lane

Market Cap: US$5.1b

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.

Vontobel Holding

Market Cap: CHF 3.9b

Provides various financial services to private and institutional clients in Switzerland and internationally.

MarketAxess Holdings

Market Cap: US$4.9b

Operates an electronic trading platform for institutional investor and broker-dealer firms in the United States, the United Kingdom, and internationally.

Radian Group

Market Cap: US$4.8b

Provides mortgage insurance in the United States.

Challenger

Market Cap: AU$6.4b

A publicly owned investment manager.

Acom

Market Cap: JP¥725.2b

Engages in financial services business in Japan, Thailand, and internationally.

Federated Hermes

Market Cap: US$4.0b

A publicly owned investment manager.

Ninety One Group

Market Cap: UK£2.1b

Operates as an independent global asset manager worldwide.

Anima Holding

Market Cap: €2.3b

Anima Holding S.p.A. is a publicly owned investment manager.

PagSeguro Digital

Market Cap: US$2.5b

Provides financial and payment solutions for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.

ZENKOKU HOSHOLtd

Market Cap: JP¥397.1b

Engages in the credit guarantee business in Japan.

Pluxee

Market Cap: €1.7b

Offers employee benefits and engagement solutions services in France, Latin America, Continental Europe, and internationally.

Paragon Banking Group

Market Cap: UK£1.4b

Provides financial products and services in the United Kingdom.

FinVolution Group

Market Cap: US$1.1b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, Philippines, and internationally.

MLP

Market Cap: €885.7m

Provides financial services to private, corporate, and institutional clients in Germany.

AGF Management

Market Cap: CA$1.1b

AGF Management Limited is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world.

Vinci Compass Investments

Market Cap: US$656.2m

Operates as an asset management firm in Brazil.

Noah Holdings

Market Cap: US$653.4m

Operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and corporate entities in Mainland of China, Hong Kong, and internationally.

Foresight Group Holdings

Market Cap: UK£470.3m

Operates as an infrastructure and private equity manager in the United Kingdom, Italy, Luxembourg, Ireland, Spain, and Australia.

FRP Advisory Group

Market Cap: UK£270.6m

Provides business advisory services to companies, lenders, investors, individuals, and other stakeholders in the United Kingdom.