News & Insights

Crisis can create opportunity. The Financial Crisis of 2008 was such an occasion, upending the established financial system, while creating new industries now taking root in the broader economy. Among the most successful . . .
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Anyone who worked in Asia before the 1990’s will remember that the Asian Economic Miracle was just that—a miracle. . .
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As volatility persists in the interest rate environment, structured mortgage-backed securities (“MBS”) backed by adjustable-rate mortgages look attractive . . .
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Although value investing is undergoing one of its periodic lapses in favor, Rosenwald knew it could beat the market over the long haul. He had only to point to nine of Graham’s successful . . .
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Japan has about 3,500 publicly listed companies, but David Baran thinks there really should be fewer than 2,500. A third of Japan’s public companies, he says, would be better off privately owned and run . . .
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Emerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks. Emerging markets bonds have taken on some of the safe-haven status of their developed-markets . . .
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Hold on for just a New York minute now and consider the powerfully serious message the bond market sent last week about the political dithering in Washington and in Europe’s . . .
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“Do not accustom yourself to consider debt only as an inconvenience,” said Samuel Johnson. “You will find it a calamity.” How – and, crucially, when – to deal with the ‘inconvenience’ of vast sums. . .
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Finding opportunity in debt is easy, say the guys at Dalton Investments. All you have to do is travel the globe. Steven Persky and James Rosenwald clearly didn’t spend much time coming . . .
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James Rosenwald, a New York stockbroker, visited Japan in 1966. He put a question to the chairman of Osaka’s Fuji Fire & Marine Insurance: How much is Fuji’s headquarters building worth? The answer . . .
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Dalton Investments today said Tokyo-based Prestige International Inc. (4290:JP) has nominated Mr. Shiro Hayashi, CEO of Dalton Advisory KK, as a candidate for outside director membership. . .
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Dalton Investments LLC (together with its affiliated entities, “Dalton”) supports the Japan Stewardship Code and its aim to promote the sustainable growth of investee companies through investment and dialogue with company management. Adoption of the Code is consistent . . .
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Dalton Investments announced today that it claims compliance with the Global Investment Performance Standards (GIPS^®), a rigorous set of investment performance measurement standards . . .
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Dalton Investments® today said that it was named Management Firm of the Year at the 2012 AsiaHedge Awards, held in Hong Kong on October 25. The AsiaHedge Awards recognize the best risk-adjusted returns . . .
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Dalton Investments, LLC, an SEC-registered investment management firm serving institutional and private clients, has re-launched its distressed-debt strategy after a three-year hiatus. Steven D. Persky, founder, managing partner and chief executive officer of Dalton, and Swaraj Chowdhury, portfolio . . .
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