Based on key financial metrics such as the price-to-sales ratio, shareholder yield and the price-earnings ratio, the following 7 stocks made the list for top value stocks in the Investment Management & Fund Operators industry. Those looking for value stocks to add to their portfolio may want to use this list as a starting point for further investment research.

Latest Investment Management & Fund Operators Stock News

Before choosing which top Investment Management & Fund Operators stock to buy, be sure to conduct proper due diligence: analyze various financial metrics and look at historical data, public statements and news coverage.

There is a neutral fundamental outlook for the investment management and fund operators’ sub-industry. The long-term outlook is relatively healthy due to aging populations. Demographic trends are also favorable, as millennials come of age and baby boomers play “catch-up” with contributions to IRAs, driving a significant increase in retirement investments, in our view. Millennials are also maturing and beginning to save for retirement. Many companies will also benefit from legislation enacted designed to encourage saving for retirement. However, the shift from actively managed funds to ETFs and pressures on fee revenues could slightly offset this. Recent market volatility has also impacted equity funds. Firms could benefit from rising interest rates. Growth in assets under management (AUM) is a key driver for many firms in this industry. 2022 projections anticipate high-single-digit AUM growth, though near-term market volatility amid shifting sector allocations will likely keep AUM levels under pressure. At year end 2021, assets in all worldwide open-end funds totaled $71.1 trillion, up 13% from $63 trillion at year end 2020. Equity assets (which rose 19 % in 2021, to $33.6 trillion) equaled 47% of total fund assets. Bond funds (which rose 4.6% in 2021, to $13.7 trillion) accounted for 19% of total fund assets. Money market accounts (which increased by 6.0%, to $8.8 trillion) represented 12% of total assets, and other funds (including real estate and balanced funds, equaled $15.6 trillion, or 22% of total fund assets at year-end 2021. A rebound in asset values amid an economic recovery propelled the S&P Asset Management & Custody Banks Index up by 31.9% during 2021, versus a 26.7% rise in the S&P 1500 Index. Year to date through March 18, 2022, the sub-industry index declined by 13.5%, while the S&P 1500 Index declined by 6.2%.

Why Focus on Undervalued Investment Management & Fund Operators Stocks?

Value investors seek to buy stocks at a discount to their intrinsic value. Long-term returns show that such strategies are advantageous. Value stocks, as a group, tend to outperform growth stocks over extended periods of time. Typically, value investors perform financial analysis of numerous metrics, don’t follow the herd and are long-term investors.

AAII’s A+ Investor Value Grade is derived from a stock’s Value Score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

What Goes Into AAII’s Value Grade?

Stock evaluation requires access to huge amounts of data as well as the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movement. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors with that task.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A–F grades for more than just value. It is possible for a stock to appear cheap based on one valuation metric but appear expensive on another. It is also possible for one valuation ratio to be associated with outperforming stocks during certain periods of time but not others. Some stocks may even have null values for certain metrics like the price-earnings ratio or the price-to-book ratio but not others. An example of this would be a company with losses instead of profits or a negative book value because of heavy borrowing. Negative earnings or book value result in non-meaningful ratios that are left blank or null.

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7 Undervalued Investment Management & Fund Operators Stocks

Of course, there are countless value stocks that are worth mentioning, but this is a concise list of the top 7 undervalued stocks in the Investment Management & Fund Operators industry for Tuesday, September 12, 2023. Let’s take a closer look at their individual scores to see how they measure up against each other and the Investment Management & Fund Operators industry median.

The Value Grade is assigned based on how each stock’s composite valuation compares to all other stocks.

The process for assigning grades starts with each variable for a given stock. The percentile rankings for all valid ratios that a stock has are calculated. So, for instance, a stock could have a price-to-book ranking in the 43rd percentile, a price-earnings ranking in the 67th percentile, a price-to-sales ranking in the 23rd percentile, etc. Then, those rankings are averaged for each stock. (A minimum of two valid variables are required, though all six will be used if available.)

Once the average of the individual variables is calculated, that average is ranked against all stocks. Put another way, each stock’s composite valuation is compared to all other stocks. These ranks are then sorted into quintiles from the cheapest 20% (a grade of A) to the most expensive 20% (a grade of F).

As always, we recommend that you conduct proper due diligence and research before investing in any security. We also suggest that investors utilize numerous grades, not just value, when it comes to deciding whether a company is a good fit for their allocation needs.

Bridge Investment Group Holdings Inc’s Value Grade

Value Grade:

Bridge Investment Group Holdings Inc. is a vertically integrated real estate investment manager. The Company includes specialized and synergistic investment platforms. Its investment platforms include multifamily, workforce and affordable housing, seniors housing, office, development, net lease, logistics properties, debt strategies, agency mortgage-backed securities (MBS), renewable energy, property technology and single-family rental. The Company employs a vertically integrated model spanning over 12 investment platforms across real estate equity and debt strategies. Its vertically integrated approach includes investment professionals, as well as employees who perform active asset management, property management, leasing, and construction management functions. The Company operates across 36 states. Its subsidiaries include Bridge Investment Group Holdings LLC, Bridge Fund Management Holdings LLC, Bridge Debt Capital Markets LLC, and Bridge Investment Group Risk Management, Inc.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

Bridge Investment Group Holdings Inc has a Value Score of 62, which is considered to be undervalued.

When you look at Bridge Investment Group Holdings Inc’s price-to-sales ratio at 0.88 compared to the industry median at 3.40, this company has a lower price relative to revenue compared to its peers. This could make Bridge Investment Group Holdings Inc’s stock more attractive for value investors.

Bridge Investment Group Holdings Inc’s price-earnings ratio is 6.21 compared to the industry median at 13.45. This means it has a lower share price relative to earnings compared to its peers. This could make Bridge Investment Group Holdings Inc more attractive for value investors.

Now, let’s assess Bridge Investment Group Holdings Inc’s EV/EBITDA ratio, also known as enterprise multiple. At 173.5, when compared to the industry median of 15.8, the company may be considered overvalued in relation to its peers. Value investors could use the enterprise multiple to identify stocks that are considered overvalued or undervalued relative to their industry.

Shareholder yield is the sum of a stock’s dividend yield (paid over previous 12 months minus special dividends) and the percentage of net share buybacks over the previous 12 months. Bridge Investment Group Holdings Inc’s shareholder yield is lower than its industry median ratio of 4.12%. Value investors may look for an attractive shareholder yield because it can be a powerful tool for identifying if the company has a good management team.

As one of the most common value metrics, the price-to-book ratio evaluates a company’s current market price relative to its book value. Bridge Investment Group Holdings Inc’s price-to-book ratio is higher than its industry median ratio of 1.05. This could make Bridge Investment Group Holdings Inc less attractive to investors looking for a new addition to their portfolio.

Lastly, let’s take a look at Bridge Investment Group Holdings Inc’s price-to-free-cash-flow ratio (P/FCF), which can indicate a company’s market value relative to its operating cash flow. Bridge Investment Group Holdings Inc’s price-to-free-cash-flow ratio is lower than its industry median ratio of 10.97. This could make Bridge Investment Group Holdings Inc more attractive because the lower P/FCF ratio indicates that Bridge Investment Group Holdings Inc is undervalued. The P/FCF ratio metric can also be viewed over a long-term time frame to see if the company's cash flow to share price value is generally improving or worsening.

CaliberCos Inc’s Value Grade

Value Grade:

CaliberCos Inc. is a vertically integrated asset management company. The Company is engaged in building wealth for its investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments. The Company?s funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. The Company operates through three segments: Fund Management, Development, and Brokerage. The Fund Management segment represents its fund management activities along with back office and corporate support functions, including accounting and human resources. The segment includes the activities of Caliber Services, LLC, and its subsidiaries. The Development segment represents its activities associated with providing real estate development services as their principal developer. The Brokerage segment is involved in the buying, selling, and leasing of all its fund?s assets.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

CaliberCos Inc has a Value Score of 77, which is considered to be undervalued.

CaliberCos Inc’s price-to-book ratio is lower than its peers. This could make CaliberCos Inc more attractive for value investors when compared to the industry median at 1.05.

You can read more about CaliberCos Inc’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

Elron Ventures Ltd (USA)’s Value Grade

Value Grade:

Elron Electronic Industries Ltd. is an operational holding company that focuses on building and enhancing technology companies, mainly in the field of medical devices. Its group companies include companies at different stages of development and business maturation, operating in various technology fields, such as medical device and other fields. It is involved in the management of its group companies by means of membership and providing assistance to management. It operates in the Holdings and Corporate Operations segment. It is engaged in matters of policy guidance, strategic planning, marketing, selecting and manning senior management positions, determining the business plan, approving investments and budgets, development and operational guidance, assistance in creating strategic partnerships, and the overall ongoing monitoring of its group companies' performance. Its main group companies include BrainsGate Ltd, Pocared Diagnostics Ltd. and RDC Rafael Development Corporation Ltd.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

Elron Ventures Ltd (USA) has a Value Score of 70, which is considered to be undervalued.

Elron Ventures Ltd (USA)’s price-earnings ratio is 0.8 compared to the industry median at 13.5. This means that it has a lower price relative to its earnings compared to its peers. This makes Elron Ventures Ltd (USA) more attractive for value investors.

Elron Ventures Ltd (USA)’s price-to-book ratio is higher than its peers. This could make Elron Ventures Ltd (USA) less attractive for value investors when compared to the industry median at 1.05.

You can read more about Elron Ventures Ltd (USA)’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

U.S. Global Investors, Inc.’s Value Grade

Value Grade:

U.S. Global Investors, Inc. is an investment adviser. The Company offers a range of investment options in the mutual fund and exchange-traded fund (ETF) space. It operates principally in two business segments: providing investment management services to U.S. Global Investors Funds (USGIF) and ETF clients and investing for its own account. The Company also serves as investment advisor to one European-based ETF. It invests in a range of industries ranging from natural resources, emerging markets, and infrastructure to precious metals and bond funds. The Company’s wholly owned subsidiaries include U.S. Global Investors (Bermuda) Limited, U.S. Global Investors (Canada) Limited, and U.S. Global Indices, LLC.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

U.S. Global Investors, Inc. has a Value Score of 66, which is considered to be undervalued.

U.S. Global Investors, Inc.’s price-earnings ratio is 33.6 compared to the industry median at 13.5. This means that it has a higher price relative to its earnings compared to its peers. This makes U.S. Global Investors, Inc. less attractive for value investors.

U.S. Global Investors, Inc.’s price-to-book ratio is higher than its peers. This could make U.S. Global Investors, Inc. less attractive for value investors when compared to the industry median at 1.05.

You can read more about U.S. Global Investors, Inc.’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

Principal Financial Group Inc’s Value Grade

Value Grade:

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. The Company's segments include retirement and income solutions, principal asset management and benefits and protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability insurance, and life insurance.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

Principal Financial Group Inc has a Value Score of 74, which is considered to be undervalued.

Principal Financial Group Inc’s price-earnings ratio is 11.6 compared to the industry median at 13.5. This means that it has a lower price relative to its earnings compared to its peers. This makes Principal Financial Group Inc more attractive for value investors.

Principal Financial Group Inc’s price-to-book ratio is lower than its peers. This could make Principal Financial Group Inc more attractive for value investors when compared to the industry median at 1.05.

You can read more about Principal Financial Group Inc’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

Silvercrest Asset Management Group Inc’s Value Grade

Value Grade:

Silvercrest Asset Management Group Inc. is a full-service wealth management company. The Company operates through the investment management industry segment. The Company is focused on providing financial advisory and related family office services to high-net-worth individuals and institutional investors. The Company offers a suite of complementary and customized family office services for families seeking oversight of their financial affairs. The Company provides a range of administrative services to the management of certain of its Company?s funds of funds and other investment funds collectively, the Silvercrest Funds. It also provides a range of family office services to some of its clients, including philanthropic, estate and wealth planning services, tax planning and preparation, financial statement, bill paying and record keeping services, bank loan arrangement and payment services, and property and casualty insurance review.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

Silvercrest Asset Management Group Inc has a Value Score of 65, which is considered to be undervalued.

Silvercrest Asset Management Group Inc’s price-earnings ratio is 14.5 compared to the industry median at 13.5. This means that it has a higher price relative to its earnings compared to its peers. This makes Silvercrest Asset Management Group Inc less attractive for value investors.

Silvercrest Asset Management Group Inc’s price-to-book ratio is lower than its peers. This could make Silvercrest Asset Management Group Inc more attractive for value investors when compared to the industry median at 1.05.

You can read more about Silvercrest Asset Management Group Inc’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

Teton Advisors Inc’s Value Grade

Value Grade:

Teton Advisors, Inc. is an investment management company. The Company is engaged in investing and serving a diverse client base of institutional, high net worth and mutual fund investors under brands including TETON, TETON Westwood, Gabelli and Keeley. The Company operates through its investment advisory and asset management business segment. The Company serves as an investment advisor and the investment manager for the TETON Westwood Funds (Funds), over five funds with assets under management (AUM). The Funds include TETON Westwood Mighty Mites Fund, TETON Westwood SmallCap Equity Fund, TETON Westwood Equity Fund, TETON Westwood Balanced Fund and TETON Convertible Securities Fund. The Company, through its subsidiaries, provides investment advisory services to open-end funds and separate client accounts. The Company conducts investment advisory business principally through two subsidiaries: Keeley-Teton Advisors, LLC (Keeley-Teton, LLC) and Teton Advisors, LLC (Teton, LLC).

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are value and so on.

Teton Advisors Inc has a Value Score of 61, which is considered to be undervalued.

Teton Advisors Inc’s price-earnings ratio is 17.4 compared to the industry median at 13.5. This means that it has a higher price relative to its earnings compared to its peers. This makes Teton Advisors Inc less attractive for value investors.

Teton Advisors Inc’s price-to-book ratio is higher than its peers. This could make Teton Advisors Inc less attractive for value investors when compared to the industry median at 1.05.

You can read more about Teton Advisors Inc’s key financial metrics like shareholder yield, price-to-free-cash-flow and EV/EBITDA ratio, or learn more about its Momentum and Growth Grades, by subscribing to A+ Investor.

Other Investment Management & Fund Operators Stock Grades

Value is just one of the five Stock Grades included in our A+ Investor service. AAII members can see the top-graded stocks—those with grades of A or B for value, growth, momentum, earnings estimate revisions and quality—on the A+ Stock Grades Screener.

Also, if you want full access to all of AAII’s premium services, you can subscribe to one convenient bundled plan called AAII Platinum where you can try out A+ Investor, AAII Dividend Investing, the Stock Superstars Report, Growth Investing and VMQ Stocks. With the other premium services, you can dive deep into additional metrics, portfolios, commentary and information about Investment Management & Fund Operators stocks as well as other industrys.

Choosing Which of the 7 Best Investment Management & Fund Operators Stocks Is Right for You

Choosing which value stocks to invest in will ultimately depend on your individual goals and allocation; however, comparing similar value stocks in the same industry can help you analyze which might be better investments for you in the long run. So, let’s take a look at the Value Grade for all of our stocks.

• Bridge Investment Group Holdings Inc stock has a Value Grade of B.
• CaliberCos Inc stock has a Value Grade of B.
• Elron Ventures Ltd (USA) stock has a Value Grade of B.
• U.S. Global Investors, Inc. stock has a Value Grade of B.
• Principal Financial Group Inc stock has a Value Grade of B.
• Silvercrest Asset Management Group Inc stock has a Value Grade of B.
• Teton Advisors Inc stock has a Value Grade of B.

Now that you have a bit more background about each of the 7 undervalued stocks in the Investment Management & Fund Operators industry as well as their overall grades, it’s time for you to conduct additional research to see if these could fit your portfolio needs based on your goals and risk tolerance. AAII can help you figure out both and identify which investments align with what works best for you.

We do so through a program of education that teaches you to invest for yourself and become an effective manager of your own wealth—no more relying on others for your financial independence. You can rely on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis that makes you a better investor.

A+ Investor adds to that qualitative teaching by giving you a powerful data suite that helps you whittle down investment decisions to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

Additional Resources About Investment Management & Fund Operators Stocks

Want to learn more about Investment Management & Fund Operators stocks to see if they could be the right investment for you? Check out some additional resources and articles to help you on your financial journey.

• 7 Undervalued Investment Management & Fund Operators Stocks for Tuesday, September 12
• 4 Undervalued Investment Management & Fund Operators Stocks for Monday, September 11
• 3 Undervalued Investment Management & Fund Operators Stocks for Friday, September 08
• 3 Undervalued Investment Management & Fund Operators Stocks for Thursday, September 07

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We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith and we accept no liability for any errors or omissions. The full disclaimer can be read here.