Asset Management Industry: Stock Analysis & Valuation

Industry: Asset Management | Sector: Financial Services

Companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.

The Asset Management industry represents a focused group of companies with highly similar business models, competitive dynamics, and market forces. This granular view makes it easier to spot which companies have sustainable competitive advantages and which are likely overvalued or undervalued.

Your Industry Knowledge = Investment Edge

If you work in Asset Management, follow industry news, or understand the competitive landscape, you have a significant advantage over Wall Street analysts. Use this knowledge to evaluate which companies have durable moats, realistic growth prospects, and strong margins of safety.

Asset Management Stocks: Value Metrics

Review the stocks in this list to compare valuations, cash flow metrics, and value investing indicators. Look for companies trading below intrinsic value with sustainable competitive advantages.

Discounted stocks in the index
Company Current Price Current Price Discount
10 years
The China Fund
(CHN)		 $18.19 none
Templeton Global Income Fund
(GIM)		 $4.28 none
Eaton Vance Corp.
(EV)		 $73.07 none
First Trust New Opportunities MLP & Energy Fund
(FPL)		 $6.08 none
Safeguard Scientifics
(SFE)		 $2.99 none
Ivy Funds - Ivy High Income Opportunities Fund
(IVH)		 $11.12 none
Solar Senior Capital Ltd.
(SUNS)		 $14.16 none
BlackRock Capital Investment Corporation
(BKCC)		 $3.59 none
Jupai Holdings Limited
(JP)		 $0.38 none
Manning & Napier
(MN)		 $12.85 none
Brookfield Asset Management
(BAM)		 $28.48 none
Pioneer Municipal High Income Advantage Trust
(MAV)		 $8.15 none
Pioneer High Income Trust
(PHT)		 $6.65 none
First Trust/Aberdeen Emerging Opportunity Fund
(FEO)		 $9.58 none
Center Coast Brookfield MLP & Energy Infrastructure Fund
(CEN)		 $17.41 none
Nuveen Preferred Securities Income Fund
(JPS)		 $6.98 none
Kayne Anderson Midstream/Energy Fund
(KMF)		 $7.64 none
First Trust Energy Income and Growth Fund
(FEN)		 $14.33 none

Industry-Level Investment Strategy

Industry analysis allows you to compare companies operating in nearly identical markets. This granularity reveals which businesses have true competitive advantages versus those merely benefiting from industry tailwinds.

Industry Leaders

Established companies with:

  • Strong brand recognition
  • Pricing power
  • Economies of scale
  • Distribution advantages
  • Customer loyalty

Often safer, but may trade at premium valuations

Niche Players

Specialists focusing on:

  • Specific market segments
  • Unique technologies
  • Geographic advantages
  • Specialized expertise
  • Customer relationships

Can offer excellent value if moat is strong

Emerging Competitors

Growth companies with:

  • Innovative business models
  • Technology advantages
  • Market share gains
  • Scalable platforms
  • Strong growth rates

Higher risk but potential for outsized returns

Key Questions for Asset Management Stocks

Competitive Analysis:

  • What creates customer switching costs?
  • How sustainable is the competitive moat?
  • Can new entrants easily disrupt the market?
  • What drives profitability differences?

Valuation Context:

  • How do P/E ratios compare within the industry?
  • Which companies generate superior returns?
  • Are dividends sustainable?
  • What's the realistic growth trajectory?