U.S. Diversified Financials Potentially Undervalued Companies

KRUK Spólka Akcyjna

Market Cap: US$7.9b

Engages in the management of debt in Poland, Romania, Italy, the Czech Republic, Slovakia, Germany, Spain, and internationally.

Far East Horizon

Market Cap: US$25.8b

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

Timbercreek Financial

Market Cap: US$641.3m

Provides shorter-duration structured financing solutions to commercial real estate investors in Canada.

Legion Capital

Market Cap: US$102.7k

A private equity and venture capital firm specializing in making direct investments.

Polar Capital Holdings

Market Cap: US$452.1m

Polar Capital Holdings plc is a publicly owned investment manager.

AMTD IDEA Group

Market Cap: US$71.5m

An investment holding company, provides capital market solutions in China, Hong Kong, Europe, the United States, and Southeast Asia.

Jiayin Group

Market Cap: US$703.4m

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

Federated Hermes

Market Cap: US$4.0b

A publicly owned investment manager.

Sachem Capital

Market Cap: US$59.7m

Operates as a real estate finance company in the United States.

OneMain Holdings

Market Cap: US$7.3b

A financial service holding company, engages in the consumer finance and insurance businesses in the United States.

Alliance Creative Group

Market Cap: US$257.5k

Through its subsidiaries, engages in the construction business.

Priority Technology Holdings

Market Cap: US$560.7m

Operates as a payment technology company in the United States.

Compagnie Financière Tradition

Market Cap: US$1.1b

Operates as an interdealer broker of financial and non-financial products worldwide.

Tokyo Century

Market Cap: US$724.8b

Provides equipment leasing, automobility, specialty financing, environmental infrastructure, and international businesses in Japan and internationally.

Aiful

Market Cap: US$168.0b

Engages in the consumer finance and credit guarantee business in Japan.

AB Industrivärden

Market Cap: US$158.5b

AB Industrivärden is a publicly owned investment manager.

Argentex Group

Market Cap: US$3.3m

Provides currency risk management, payment, and alternative banking solutions in the United Kingdom, the Netherlands, the United Arab Emirates, and Australia.

Perpetual

Market Cap: US$2.4b

A publicly owned investment manager.

OSB Group

Market Cap: US$2.0b

Through its subsidiaries, operates as a specialist mortgage lending company in the United Kingdom and India.

Horizon Group Properties

Market Cap: US$27.9k

Based in Chicago, Illinois, Horizon Group Properties, Inc.

Pluxee

Market Cap: US$2.6b

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

Fiserv

Market Cap: US$74.8b

Provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.

Franklin BSP Realty Trust

Market Cap: US$934.6m

A real estate finance company, originates, acquires, and manages a portfolio of commercial real estate debt investments secured by properties located in the United States and internationally.

Berkshire Hathaway

Market Cap: US$1.1t

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

Noah Holdings

Market Cap: US$777.5m

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.

ORIX

Market Cap: US$4.3t

Provides financial services in Japan, the United States, Asia, Europe, and Australasia.

SBI Holdings

Market Cap: US$2.3t

Engages in the online securities and investment businesses in Japan and Saudi Arabia.

LPL Financial Holdings

Market Cap: US$29.2b

Provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States.

NGE Capital

Market Cap: US$37.6m

Operates as an investment company in Australia.

Man Group

Market Cap: US$1.9b

Man Group Limited is a publicly owned investment manager.

Eurazeo

Market Cap: US$3.8b

A private equity and venture capital firm specializing in growth capital, series C, acquisitions, leveraged buyouts, and buy-ins of a private company, and investments in upper mid-market, mid-market and listed public companies, small- and mid-cap healthcare companies, equity in the small-mid and mid-large buyout segments.

ABG Sundal Collier Holding

Market Cap: US$3.5b

Provides investment banking, stock broking, and corporate advisory services in Norway, Sweden, Denmark, and internationally.

AB Industrivärden

Market Cap: US$163.0b

AB Industrivärden is a publicly owned investment manager.

Chesswood Group

Market Cap: US$2.0k

Operates primarily in the specialty finance industry in North America.

California First Leasing

Market Cap: US$175.1m

Engages in the provision of loans and lease financing for universities, businesses, other commercial or non-profit organizations, healthcare, and state and local municipalities.

Diamond Hill Investment Group

Market Cap: US$405.0m

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