We're pleased to be featured in the Australian Financial Review's recent article highlighting Future Generation Women's recent event, where three female fund managers shared their top stock picks for 2026.
Minotaur Capital's Armina Rosenberg shared her investment insights alongside other industry leaders, including ECP Asset Management’s Annabelle Miller and First Sentier’s Dawn Kanelleas. Armina selected Cover Corporation, a Japanese talent agency for VTubers that provides women with safer ways to work in online creator industries.
"Seven of the top 10 female streamers in the last quarter were avatars," said Rosenberg, noting that female gamers were often harassed. The company allows them "to protect themselves" while still building an audience. This is "one of the reasons why we love Cover".
Armina also backed Italian lender UniCredit, praising its "discipline around capital allocation" and rebuilt balance sheet. She highlighted UniCredit's diversity metrics, with "47 per cent of their board of directors is female," and "38 per cent of its overall leadership team." The bank has made "very rational decisions around where it places capital," helping it grow despite challenging European conditions.
Future Generation Women supports charities that advance economic equality and security for women. Fund managers waive their fees to donate 1 per cent of assets annually to these causes. To read the article, click the link below.