Dalton Investments has sent a letter to the boards of directors of its portfolio companies, requesting consideration of early disclosure of securities reports and the “de-concentration” of annual general meetings dates. We have long held the view that the information disclosed in securities reports should be reflected in the exercise of voting rights and that shareholders should be ensured the opportunity to participate in as many general meetings as possible. Encouraged by the progress seen on these issues this year, we have decided to organize our views once again and share them with our portfolio companies through this letter. You can read the letter here.
