Dalton’s Asian Equity strategies are managed by James B. “Jamie” Rosenwald III, co-founder of Dalton Investments. Mr. Rosenwald is supported by an experienced local research team in Tokyo.
Dalton’s Asian Equity strategies combine strict value investing disciplines with views on fundamental trends within Asia. The team strives to own shares of undervalued, owner operated, profitable businesses that are likely to benefit from the dramatic growth and structural changes taking place in Asia, while shorting shares of overvalued, poorly run, weak businesses where there are catalysts for declines. In addition to performing onsite due diligence and rigorous fundamental analysis, the investment team may engage in active collaboration with management when it is deemed appropriate.
Dalton’s Asian equity team manages long/short and long only portfolios targeting Pan-Asia, Greater China, and Japan.
For Dalton’s statement regarding the Japan Stewardship Code, please click here.
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