Global Diversified Financials Growth at Reasonable Price

Propel Holdings

Market Cap: CA$1.3b

Operates as a financial technology company.

OneMain Holdings

Market Cap: US$6.8b

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

Regional Management

Market Cap: US$368.6m

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.

goeasy

Market Cap: CA$3.3b

Provides non-prime leasing and lending services under the easyhome, easyfinancial, and LendCare brands to consumers in Canada.

Sachem Capital

Market Cap: US$53.5m

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

Deutsche Pfandbriefbank

Market Cap: €726.8m

Provides commercial real estate and public investment finance in Germany, rest of Europe.

Ready Capital

Market Cap: US$630.0m

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

Resimac Group

Market Cap: AU$356.1m

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

Lazard

Market Cap: US$5.1b

Operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

LexinFintech Holdings

Market Cap: US$1.1b

Offers online direct sales and online consumer finance services in the People’s Republic of China.

Galaxy Digital

Market Cap: US$9.8b

Engages in the digital asset and blockchain businesses.

SLM

Market Cap: US$6.3b

Through its subsidiaries, originates and services private education loans to students and their families to finance the cost of their education in the United States.

Eurazeo

Market Cap: €3.7b

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.

Corpay

Market Cap: US$22.4b

Operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally.

Encore Capital Group

Market Cap: US$933.6m

A specialty finance company, provides debt recovery solutions and other related services for consumers across financial assets worldwide.

Tikehau Capital

Market Cap: €3.4b

An alternative asset management group with €46.1 billion of assets under management (as of 30 June 2024).

Man Group

Market Cap: UK£1.8b

Man Group Limited is a publicly owned investment manager.

StoneCo

Market Cap: US$4.2b

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

Grenke

Market Cap: €784.6m

Provides financial services to small and medium-sized (SME) enterprises in Germany, France, Italy, and internationally.

Rithm Capital

Market Cap: US$6.5b

Operates as an asset manager focused on real estate, credit, and financial services in the United States.

Kaspi.kz

Market Cap: US$18.2b

Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.

Capital Southwest

Market Cap: US$1.2b

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.

Oportun Financial

Market Cap: US$266.3m

Provides financial services in the United States.