Global Diversified Financials Undervalued based on future growth

Propel Holdings

Market Cap: CA$857.9m

Operates as a financial technology company.

Corporación Actinver S. A. B. de C. V

Market Cap: Mex$10.7b

Through its subsidiaries, provides financial and investment banking services for individuals and businesses in Mexico and internationally.

IDI

Market Cap: €493.7m

A private equity firm specializing in leveraged buyouts, expansion capital, middle market, growth capital, acquisition of significant holdings in listed small and medium companies and secondary private equity portfolios, mezzanine financing, loans senior to senior debt, mergers and acquisitions, LBO, development capital, discounted leveraged buyouts loans in mature companies and through co-investments in pre-IPO financing.

DeFi Technologies

Market Cap: CA$790.9m

A technology company, develops exchange traded products that synthetically track the value of a single DeFi protocol or a basket of protocols in Canada.

PayPoint

Market Cap: UK£415.4m

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

Invesco Mortgage Capital

Market Cap: US$544.2m

Operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States.

Bairong

Market Cap: HK$4.1b

An investment holding company, operates as an artificial intelligence (AI) technology services company in China.

Funding Circle Holdings

Market Cap: UK£391.0m

Provides online lending platforms in the United Kingdom and internationally.

Premium Group

Market Cap: JP¥76.0b

Engages in the provision of financing and services worldwide.

Enity Holding

Market Cap: SEK 4.5b

Engages in providing mortgage services to individuals and communities in Sweden, Norway, and Finland.

Priority Technology Holdings

Market Cap: US$436.4m

Operates as a payment technology company in the United States.

Regional Management

Market Cap: US$375.1m

A diversified consumer finance company, provides various installment loan products primarily to customers with limited access to consumer credit from banks, thrifts, credit card companies, and other lenders in the United States.

J Trust

Market Cap: JP¥57.3b

Engages in the provision of various financial services in Japan.

Paisalo Digital

Market Cap: ₹31.0b

A non-banking financial company, engages in providing loans through its financial products in India.

Onity Group

Market Cap: US$344.9m

A financial services company, originates and services forward and reserve mortgage loans in the United States, the United States Virgin Islands, India, and the Philippines.

ITHAX Acquisition

Market Cap: US$312.6m

As of July 18, 2022, ITHAX Acquisition Corp.

S&U

Market Cap: UK£232.1m

Provides motor, property bridging, and specialist finance services in the United Kingdom.

NewtekOne

Market Cap: US$290.3m

Operates as the bank holding company for Newtek Bank, National Association that provides various business and financial solutions under the Newtek and NewtekOne brands to the small- and medium-sized business market.

Resimac Group

Market Cap: AU$413.1m

Provides residential mortgage and asset finance lending products in Australia and New Zealand.

Bell Financial Group

Market Cap: AU$391.3m

Engages in the provision of full-service broking, online broking, corporate finance, and financial advisory services to private, institutional, and corporate clients in Australia, the United States, the United Kingdom, Hong Kong, and Kuala Lumpur.

AG Mortgage Investment Trust

Market Cap: US$247.3m

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

Catella

Market Cap: SEK 2.3b

A real estate investment firm.

ASA International Group

Market Cap: UK£179.0m

Operates as a microfinance institution in Asia and Africa.

Antalpha Platform Holding

Market Cap: US$232.3m

Provides financing, technology, and risk management solutions to the crypto asset industry.

Eleving Group

Market Cap: €197.9m

Provides vehicle and consumer finance services in Europe, Africa, and internationally.

UGRO Capital

Market Cap: ₹20.0b

A non-banking financial company, engages in the lending business in India.

Oportun Financial

Market Cap: US$212.7m

Provides financial services in the United States.

KginicisLtd

Market Cap: ₩284.0b

Provides electronic payment services in Korea, Asia, and internationally.

Satin Creditcare Network

Market Cap: ₹16.7b

A non-banking finance company, provides micro finance services in India.

Humm Group

Market Cap: AU$288.1m

Provides various financial products and services in Australia, New Zealand, Ireland, the United Kingdom, and Canada.

Consumer Portfolio Services

Market Cap: US$183.4m

Operates as a specialty finance company in the United States.

Silvercrest Asset Management Group

Market Cap: US$170.6m

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

CAB Payments Holdings

Market Cap: UK£128.2m

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

Greystone Housing Impact Investors

Market Cap: US$162.2m

Acquires, holds, sells, and deals mortgage revenue bonds that are issued to provide construction and permanent financing for multifamily, student, and senior citizen housing, skilled nursing properties, and commercial properties in the United States.

Eastern Union Interactive

Market Cap: NT$5.0b

A financial technology company, provides financial services in Taiwan, Indonesia, the Philippines, Vietnam, and Thailand.

Asia Sermkij Leasing

Market Cap: ฿5.0b

Engages in the provision of auto hire purchase services in Thailand.