Global Equities
Dalton’s Global Equity strategies are managed by Gifford Combs, a founding member of Dalton with more than 30 years of experience as a bottom-up, value investor. Using strict business valuation discipline, the Global Equity strategies invests on a global basis, seeking out the best opportunities in any country with a legal system with which Dalton feel comfortable. Returns are generated by taking concentrated, tax-efficient positions with little turnover and limited use of leverage.
- Global Long/Short Strategy
A tax-efficient long/short global equity strategy that seeks to hold a diverse group of well managed undervalued companies, while hedging overall portfolio risk through opportunistic short sales of shares that are overvalued and by holding cash.
- Global Long Only Strategy
Separately managed global equity portfolios managed within investor guidelines.