Enova International, Inc.

• BT Blue Tower Asset Management Q3 2026: Opportunity in South Korea ↗ Enova remains Blue Tower’s largest position after regulatory opposition ended its Grasshopper Bank acquisition, while the manager argues that organic growth, cheaper funding and renewed buybacks preserve the investment case. Blue Tower has begun investing in South Korea, targeting neglected small caps as governance reforms improve minority-shareholder protections. third quarter 2026 ENVA $4.2BSKHY $1TSSNLF $1350T
• BT Blue Tower Asset Management Q2 2026: Oil's Exhausted Buffers and the Case for Energy ↗ Blue Tower retained Enova International despite expected merger-related volatility, arguing that its combination with Grasshopper Bank will broaden markets and lower funding costs. The portfolio added Petrobras and SM Energy as an oil-price hedge, citing dwindling global inventories, constrained Hormuz traffic, Chinese stockpile drawdowns and producer capital discipline. Q2 2026 ENVA $4.2BPBR $115BSM $7.3B
• VL Value Line Funds 4th Quarter 2025 Portfolio Manager Q&A ↗ Value Line Small Cap Opportunities Fund favored companies with consistent operating results as AI enthusiasm widened divergences across sectors and styles. It added Enova International, exited eight stagnant positions with weakening earnings visibility, and retained exposure to semiconductor and industrial businesses benefiting from durable demand drivers. 4th Quarter 2025 —

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