Financials stocks have taken a lot of beating already and SRS is only indirectly connected to the market (as far as I understand, it is essentially the inverse of prices of commercial real estate in the United States). SCC is the one that’s really poised to take a beating if there is a consumer spending led recession. IMHO it’s the most underpriced of three. Year to date it’s only up 20%. SKF is up 35% and SRS is up 50%.
