Santa Monica, CA (December 31, 2015) – Dalton Investments announced today that it claims compliance with the Global Investment Performance Standards (GIPS®), a rigorous set of investment performance measurement standards, and has been independently verified for the period of January 1, 2010 through December 31, 2014. The GIPS principles are recognized around the world for their uniformity, allowing investors to directly compare a firm’s track record with other firms. Dalton’s performance calculations, reporting and marketing materials now follow these well-established standards. Although not required by law, adoption of GIPS is considered best practice for investment advisors.
“As investment managers, we fully support the transparency and integrity of the GIPS standards,” says Belita Ong, Chief Executive Officer. Dalton was independently verified by ACA Performance Services, LLC. Third-party verification brings additional credibility to a firm’s claim of compliance and requires robust review of performance and thorough testing by an independent party, ensuring our commitment to these comprehensive rules that govern input data, calculation methodology, composite construction, disclosures, presentations and reporting. More information about Dalton’s investment strategies can be found on this website, as well as on manager databases, such as eVestment, Mercer, eQUEST, Informa and Global Manager Research.
About Dalton Investments
Dalton® Investments LLC is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). The Global Investment Performance Standards (“GIPS®”) definition of our firm (“Dalton Investments” or the “Firm”) excludes (i) Dalton Investments LLC’s SEC relying advisers, Rosenwald Capital Management and Persky Financial, (ii) its non-core real estate investment mandates and (iii) its closed private client, high net-worth business.
Dalton Investments claims compliance with the Global Investment Performance Standards (GIPS®).
To receive a list of composite descriptions of Dalton Investments and/or a compliant presentation, contact Dalton Investor Relations at +1-424-231-9100 or write InvestorRelations@daltoninvestments.com.