U.S. Materials Low Leverage High Rewards

Innospec

Market Cap: US$1.9b

Develops, manufactures, blends, markets, and supplies specialty chemicals in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Caledonia Mining

Market Cap: US$411.6m

Primarily operates a gold mine in Jersey.

Greif

Market Cap: US$3.4b

Produces and sells industrial packaging products and services worldwide.

DRDGOLD

Market Cap: US$2.3b

A gold mining company, engages in the extraction of gold from the retreatment of surface mine tailings in South Africa.

Compañía de Minas BuenaventuraA

Market Cap: US$8.0b

Engages in the exploration, development, construction, and operation of mines in Peru, the Americas, Europe, and Asia.