U.S. Materials Low Leverage High Rewards

CF Industries Holdings

Market Cap: US$12.2b

Engages in the manufacture and sale of hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities in North America, Europe, and internationally.

Caledonia Mining

Market Cap: US$462.5m

Primarily operates a gold mine in Jersey.

Greif

Market Cap: US$3.4b

Produces and sells industrial packaging products and services worldwide.