Top performing female fund managers have revealed their best stock picks for Future Generation Woman for 2026, spotlighting companies that back female safety, digital inclusion and long-term economic opportunity.
Minotaur Capital’s Armina Rosenberg, ECP Asset Management’s Annabelle Miller and First Sentier’s Dawn Kanelleas picked the stocks for the investment trust and are waiving their fees to donate 1 per cent of assets annually to causes that advance economic equality and security for women and their children.
It comes as Future Generation Woman appointed three new advisory committee members – Carol Schwartz, Snow Foundation chief executive Georgina Byron, and Serena Grant, director of business and human rights at the Minderoo Foundation.
They will join committee members Elana Rubin, Natasha Stott Despoja, Marianne Perkovic and Elizabeth Lewin.
Armina Rosenberg, Minotaur Capital
Rosenberg selected Cover Corporation among her stock picks. It is a Japanese company that runs a talent agency for VTubers (virtual YouTubers) that uses avatars to give women a safer way 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”.
Rosenberg is also backing Italian lender UniCredit as another key contributor in the portfolio because of its “discipline around capital allocation” and a balance sheet that has been steadily rebuilt while still delivering returns to shareholders.
The bank had made “very rational decisions around where it places capital”, she said. This had helped it grow despite a challenging European environment.
It was also “quietly compounding in the background” while the market focused on flashier global names.
Rosenberg also noted UniCredit’s strong metrics, improving credit growth, and high diversity.
Some “47 per cent of their board of directors is female,” she said. “It’s 43 per cent of its executive management personnel and 38 per cent of its overall leadership team.”
This made it an example of a company with strong financial fundamentals and leadership diversity.
Annabelle Miller, ECP Asset Management
Miller said she was watching the resurgence in lower cost hardware platforms that improved access to computing power.
The fund manager named UK-listed Raspberry Pi. “Raspberry Pi has been a standout example of simple, affordable hardware enabling more people to participate in the digital economy,” she said.
Dawn Kanelleas, First Sentier Investors
Kanelleas has picked ASX-listed Breville. She said the company was at the intersection of several powerful consumer trends, including the global shift to at-home coffee, the appetite for premium appliances and the growth of design-led kitchen brands.
She noted that Breville had continued to take market share in Europe and the United States, supported by its ability to launch products that “travel well internationally” and maintain pricing power.
While she joked that it remained “a bit of a blokey business”, Kanelleas said she expected Breville’s culture, leadership and gender balance to evolve as the company became more global, adding that its category depth and brand equity gave it a long runway.
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