We were featured in Livewire's 2026 Outlook Series, where 10 fund managers examined the overlooked stocks positioned to shine this year.
The article highlighted how mega-cap stocks dominated equity market returns throughout 2025, while hundreds of quality companies were ignored. As market leadership broadens and fundamentals regain focus in 2026, these overlooked names can re-rate quickly.
One such stock is COVER Corporation, a Japanese talent agency for VTubers that we view as an interesting opportunity. As we explained in the article:
"COVER Corporation has demonstrated exceptional monetisation abilities. So when you're a streamer, you go from basically making most of your money from subscriptions and donations - to when you join COVER Corp, broadening that out to things like merchandising and live events and concerts and sponsorships," Armina Rosenberg said.
With the stock down 40% during a reinvestment phase, we see a compelling entry point for a business growing revenue 20-30% annually. Management has historically been conservative with guidance, and we believe the company could transform from a niche VTuber player into a global IP franchise.
To watch, read or listen to this piece, click the link below.