U.K. Capital Goods Low Leverage High Rewards

Eurocell

Market Cap: UK£102.2m

Engages in manufacturing, distribution, and recycling of building products in the United Kingdom and the Republic of Ireland.

Keller Group

Market Cap: UK£1.6b

Provides specialist geotechnical services in North America, Europe, the Middle East, and the Asia-Pacific.

Grafton Group

Market Cap: UK£1.6b

Distributes and sells building materials and construction related products in Ireland, the United Kingdom, Ireland, the Netherlands, Finland, and Spain.

RS Group

Market Cap: UK£3.2b

Engages in the distribution of maintenance, repair, and operations products and service solutions in the United Kingdom, the United States, France, Mexico, Germany, Italy, Switzerland, and internationally.

J. Smart (Contractors)

Market Cap: UK£43.7m

Engages in the contracting, developing, and constructing public works, shopping centers, offices, factories, warehouses, local authority, and landlords and private housing projects in the United Kingdom.

James Halstead

Market Cap: UK£553.8m

Manufactures and supplies flooring products for commercial and domestic uses in the United Kingdom, rest of Europe, Scandinavia, Australasia, Asia, and internationally.

Norcros

Market Cap: UK£258.9m

Designs and supplies bathroom and kitchen products in the United Kingdom, Ireland, and South Africa.

Rotork

Market Cap: UK£2.5b

Manufactures industrial flow control and instrumentation solutions for the oil and gas, water and wastewater, power, chemical process, and industrial markets.

London Security

Market Cap: UK£416.8m

An investment holding company, manufactures, sells, and rents fire protection equipment in the United Kingdom, Belgium, the Netherlands, Austria, France, Germany, Denmark, and Luxembourg.

Samuel Heath & Sons

Market Cap: UK£8.2m

Engages in the manufacture and sale of various products in the builders’ hardware and bathroom field in the United Kingdom.

Goodwin

Market Cap: UK£1.0b

Provides mechanical and refractory engineering solutions in the United Kingdom, rest of Europe, the United States, the Pacific Basin, and internationally.

Renew Holdings

Market Cap: UK£701.4m

Provides engineering services in the United Kingdom and rest of Europe.

Genuit Group

Market Cap: UK£648.9m

Develops and produces solutions for water, climate, and ventilation management in the construction industry in the United Kingdom, rest of Europe, and internationally.

Howden Joinery Group

Market Cap: UK£4.1b

Supplies various kitchen, joinery, and hardware products in the United Kingdom, France, Belgium, and the Republic of Ireland.

Morgan Sindall Group

Market Cap: UK£2.1b

Operates as a construction and regeneration company in the United Kingdom.

FW Thorpe

Market Cap: UK£297.4m

Designs, manufactures, and supplies professional lighting equipment in the United Kingdom, the Netherlands, Germany, rest of Europe, and internationally.

Somero Enterprises

Market Cap: UK£95.7m

Designs, assembles, remanufactures, sells, and distributes concrete leveling, contouring, and placing equipment in North America, Europe, Australia, Latin America, India, China, the Middle East, Korea, and Southeast Asia.

Alumasc Group

Market Cap: UK£89.9m

Manufactures and sells building products and solutions in the United Kingdom, Europe, North America, the Middle East, the Far East, and internationally.