U.S. Diversified Financials Potentially Undervalued Companies

Aiful

Market Cap: US$228.9b

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

EVERTEC

Market Cap: US$2.3b

Provides transaction processing and financial technology services in Latin America, Puerto Rico, and the Caribbean.

B3 - Brasil Bolsa Balcão

Market Cap: US$67.7b

A financial market infrastructure company, provides trading services in an exchange and OTC environment.

Annaly Capital Management

Market Cap: US$13.5b

A diversified capital manager, engages in the mortgage finance business.

Repay Holdings

Market Cap: US$515.8m

A payments technology company, provides integrated payment processing solutions that enables consumers and businesses to make payments using electronic payment methods in the United States.

Virtus Investment Partners

Market Cap: US$1.4b

A publicly owned investment manager.

Block

Market Cap: US$49.2b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Ready Capital

Market Cap: US$699.3m

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

PennyMac Financial Services

Market Cap: US$5.6b

Through its subsidiaries, engages in the mortgage banking and investment management activities in the United States.

Lesaka Technologies

Market Cap: US$366.7m

Operates as a Fintech company, provides financial services solutions and software in Southern Africa.

Morgan Stanley

Market Cap: US$239.7b

A financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa.

Athena Bitcoin Global

Market Cap: US$77.8m

Provides various crypto asset transaction platforms in the United States, El Salvador, Argentina, Colombia, and Mexico.

Federal Agricultural Mortgage

Market Cap: US$2.2b

Provides a secondary market for various loans made to borrowers in the United States.

M&G

Market Cap: US$6.4b

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

International Personal Finance

Market Cap: US$445.9m

Engages in financial services business in Europe and Mexico.

AGNC Investment

Market Cap: US$10.2b

Provides private capital to housing market in the United States.

Northern Trust

Market Cap: US$25.0b

A financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide.

Canaccord Genuity Group

Market Cap: US$1.0b

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

Carlyle Group

Market Cap: US$23.3b

An investment firm specializing in direct and fund of fund investments.

Velocity Financial

Market Cap: US$733.0m

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

Federal National Mortgage Association

Market Cap: US$64.5b

Provides financing solutions for residential mortgages in the United States.

Capital Southwest

Market Cap: US$1.3b

A business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.

CreditRiskMonitor.com

Market Cap: US$23.4m

Provides interactive business-to-business software-as-a-service (Saas) subscription products for corporate credit and procurement professionals in the United States.

LendingTree

Market Cap: US$918.1m

Through its subsidiary, operates online consumer platform in the United States.

Silvercrest Asset Management Group

Market Cap: US$207.0m

A wealth management firm, provides financial advisory and related family office services in the United States.

Apollo Global Management

Market Cap: US$78.0b

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

Coincheck Group

Market Cap: US$673.7m

Provides cryptocurrency exchange platform in Japan.

MFA Financial

Market Cap: US$1.0b

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

PRA Group

Market Cap: US$662.3m

A financial services company, engages in the purchase, collection, and management of portfolios of nonperforming loans worldwide.

WEX

Market Cap: US$5.8b

Operates a commerce platform in the United States and internationally.

EZCORP

Market Cap: US$1.0b

Provides pawn services in the United States and Latin America.

Shift4 Payments

Market Cap: US$8.1b

Engages in the provision of software and payment processing solutions in the United States and internationally.

UBS Group

Market Cap: US$102.6b

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

Azimut Holding

Market Cap: US$4.4b

Engages in the asset management business.

ArcLight Clean Transition II

Market Cap: US$303.0m

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

BioPharma Credit

Market Cap: US$1.0b

An investment trust, primarily invests in interest-bearing debt assets.