Global Diversified Financials Potentially Undervalued Companies

CVC Capital Partners

Market Cap: €17.1b

A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.

Canaccord Genuity Group

Market Cap: €889.7m

Operates as a full-service investment dealer in Canada, the United States, the United Kingdom, Europe, Crown Dependencies, and Australia.

RedFish LongTerm Capital

Market Cap: €31.0m

RedFish LongTerm Capital S.p.A. is industrial holding company and private equity firm specializing in growth and M&A investments.

Anima Holding

Market Cap: €2.0b

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

Compagnie Lebon

Market Cap: €103.5m

Engages in the hotel, private equity, real estate, and thermal bath businesses in France.

Banca Mediolanum

Market Cap: €10.8b

Provides various banking products and services in Italy.

Investec Group

Market Cap: R107.0b

Engages in the provision of various financial products and services in South Africa, the United Kingdom, and internationally.

Chimera Investment

Market Cap: €1.1b

Operates as a real estate investment trust (REIT) in the United States.

StoneCo

Market Cap: AR$3.8b

Provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.

PayPoint

Market Cap: US$474.3m

Engages in the provision of payments and banking, shopping, and e-commerce services and products in the United Kingdom.

PayPoint

Market Cap: €474.3m

Engages in the provision of payments and banking, shopping, and e-commerce services and products in the United Kingdom.

AGNC Investment

Market Cap: €9.1b

Provides private capital to housing market in the United States.

MFA Financial

Market Cap: US$982.4m

Operates as a real estate investment trust in the United States.

Olympia Financial Group

Market Cap: CA$257.0m

Through its subsidiary, Olympia Trust Company, operates as a non-deposit taking trust company in Canada.

Berkshire Hathaway

Market Cap: €1.1t

Through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide.

Clairvest Group

Market Cap: CA$1.0b

A private equity firm specializing in mid-market, growth equity investments, growth capital, buyouts, and consolidating industries and add-on acquisitions.

Agronomics

Market Cap: UK£70.7m

A private equity and venture capital firm specializing in emerging growth, seed/startup, early venture, series B and growth capital investments.

Flywire

Market Cap: €1.4b

Operates as a payments enablement and software company in the United States and internationally.

M&G

Market Cap: US$5.2b

Through its subsidiaries, engages in savings and investment businesses in the United Kingdom and internationally.

HiPay Group

Market Cap: €62.4m

Provides augmented payment solutions in France and rest of Europe.

E.N. Shoham Business

Market Cap: ₪308.1m

Operates as an investment arm of Rubicon Business Group Ltd.

UBS Group

Market Cap: US$85.0b

Provides financial advice and solutions to private, institutional, and corporate clients worldwide.

Tessin Nordic Holding

Market Cap: SEK 44.8m

Owns and operates a digital investment platform for property financing.

Allfunds Group

Market Cap: €3.2b

Operates as a B2B WealthTech company that connects fund houses and distributors in the United Kingdom and internationally.

Fiera Capital

Market Cap: US$660.2m

An employee owned investment manager.

Bread Financial Holdings

Market Cap: R$2.5b

Provides tech-forward payment and lending solutions to customers and consumer-based industries in North America.

Apollo Global Management

Market Cap: US$82.4b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

Pzena Investment Management

Market Cap: €711.0m

Pzena Investment Management, Inc. is a employee owned investment manager.

ArcLight Clean Transition II

Market Cap: US$303.0m

As of July 21, 2022, ArcLight Clean Transition Corp.

CAB Payments Holdings

Market Cap: €140.8m

Through its subsidiaries, provides foreign exchange (FX) and cross-border payments services to banks, fintech companies, development organizations, and governments in the United Kingdom and internationally.

Transaction Capital

Market Cap: €4.9b

Through its subsidiary, Nutun Holdings Proprietary Limited, provides business process outsourcing solutions (BPO) in South Africa, Australia, the United Kingdom, and the United States.

SBI Rheos Hifumi

Market Cap: €14.6b

A privately owned investment manager.

Cowen

Market Cap: €1.1b

Cowen Inc., together with its subsidiaries, provides investment banking, research, sales and trading, prime brokerage, global clearing, securities financing, commission management, and investment management services in the United States and internationally.

International Money Express

Market Cap: Mex$338.4m

Operates as an omnichannel money remittance services company in the United States, Latin America, Mexico, Central and South America, the Caribbean, Africa, and Asia.

Forestal Constructora y Comercial del Pacifico Sur

Market Cap: CL$767.3b

Engages in the purchase, sell, and distribute materials and construction products.

Kiduja India

Market Cap: ₹444.0m

A non-banking financial company, invests and deals in shares and securities in India.