The Japanese Management Buyouts Strategy is designed to achieve returns by taking strategic stakes in undervalued Japanese public companies, whereby we may unlock value through restructuring balance sheets and placing majority control into the hands of management and friendly investors.

The Greater China Hedged Equity Strategy targets companies benefiting from China 's growth and capitalizing on inefficiencies in Greater China markets. The Strategy focuses on shares listed in Hong Kong, Taiwan , and the People's Republic of China and employs a value-oriented strategy.

The Asia Hedged Equity Strategy targets companies benefiting from the dramatic growth and structural changes taking place across Asia. The broad Pan-Asian mandate permits opportunistic allocation of capital in response to new opportunities brought on by changing market trends and investor sentiment. The Strategy focuses on shares listed in Greater China and Japan, and employs a value-oriented strategy.

Dalton's Japanese Long Only Equity strategy is designed for investors seeking an actively managed asset allocation in the Japanese equity market. We focus on large cap companies which are market/world class leaders in their respective industries.

Dalton’s US Hedged Distressed Strategy is managed by Todd Sherer who has 12 years mortgage experience in the origination, servicing and securitization markets for US based mortgages. He is supported by an experienced and knowledgeable research team of two analysts who analyze and monitor existing and target investments, and actively generates investment ideas. Additionally, Steve Persky is the Senior Portfolio Advisor and Risk Manager for the Strategy, and he has more than two decades of experience in credit and distressed markets.

The Global Hedged Equity Strategy is designed to achieve absolute returns by investing in value oriented companies with strong business franchises. Hedging strategies are used to add to returns as well as dampen portfolio risk.

The objective of the Strategy is to achieve superior after-tax returns on an absolute basis and relative to the broader equity markets, and use a strict value discipline to search for undervalued companies on a global basis.

Dalton Advisors, a division of Dalton Investments, provides investment management services to Dalton’s high net worth clients. In consultation with our clients, we establish investment objectives and customize portfolios to meet those objectives. Find out more.