Listed investment company Bki Investment Co Ltd (ASX: BKI) recently released a presentation of its results for the half year ending 31 December 2015.

The past 12 months have seen a continuation of a long-term trend of outperformance by BKI.

This long-term outperformance by the portfolio (which is after all taxes and expenses) has seen BKI achieve an average 1% per annum return above its benchmark, the S&P/ASX 300 Accumulation Index.

Given BKI’s history of outperformance, the company’s stock selection and views can be worth listening to…

In the presentation, BKI’s managers noted four sectors which they have identified as containing an attractive long-term thematic. The first of these is the Finance sector.

Here are the nine financial stocks which the company singled out as being held within the BKI portfolio:

  1. Insurance Australia Group Ltd (ASX: IAG)
  2. AMP Limited (ASX: AMP)
  3. Bank of Queensland Limited (ASX: BOQ)
  4. National Australia Bank Ltd. (ASX: NAB)
  5. Australia and New Zealand Banking Group (ASX: ANZ)
  6. Westpac Banking Corp (ASX: WBC)
  7. Suncorp Group Ltd (ASX: SUN)
  8. ASX Ltd (ASX: ASX)
  9. Commonwealth Bank of Australia (ASX: CBA)

Of these nine financial stocks, five of them are obviously banks. Given the complexities involved with analysing a bank’s financial statements, the remaining four stocks are of more interest to me.

Out of these four possible leads, here are the two that I will be keeping a close watch over.

ASX Ltd holds a market-leading position in the provision of exchange services. While I wouldn’t buy right now, further equity market volatility could create an attractive long-term entry point into this high-quality business.

While the company might not produce fast earnings growth, the group has many appealing qualities and defensive revenue streams. The stock is currently trading on a forecast price-to-earnings (PE) ratio of 18.7x and a fully franked dividend yield of 4.8%. This makes any further decline in the share price a potentially attractive investment opportunity.

AMP Limited is a leading wealth management company which doesn’t have the leveraged balance sheet of the major banks which arguably lowers the inherent riskiness of the company despite its insurance book.

Trading on a forecast PE of 12x and a yield of 5.8%, this stock is already at a price that appears attractive. Given much of AMP’s revenues are tied to equity markets, the current share market weakness could create an even more appealing entry point into the stock.

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Motley Fool contributor Tim McArthur has no position in any stocks mentioned. Unless otherwise noted, the author does not have a position in any stocks mentioned by the author in the comments below. The Motley Fool Australia has no position in any of the stocks mentioned. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.