..."The most interesting question in macroeconomics today is why Japan developed the way it did over the past 20 years," says Gifford Combs, a portfolio manager at Dalton Investments. "What nobody in the West wants to utter aloud is... Read More>>
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 up with the name of their hedge fund firm. They named their company, founded in 1998, after the exclusive private school they attended together…. Read More>>
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 surprised him. It was worth more than the market value of the company. Rosenwald began buying Japanese insurance stocks and made a lot of money for himself and his clients.
Fast forward to 1991. Rosenwald’s grandson, James B. (Jamie) Rosenwald III, goes to Seoul, South Korea… Read More>>