Author Archives: Alina Peon
Dalton CIO Jamie Rosenwald appears on Investor’s Sunday Podcast
Dalton CIO Jamie Rosenwald recently appeared on Investor’s Sunday, which is a regular show on Tokyo’s InterFM. The show is co-hosted by Yuko Ezure and Dalton’s own Masumi Nishida, Partner and Managing Director for Dalton’s Tokyo research office. The show …
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Dalton’s Response to Fuji Media Holdings 2025 Annual Meeting
Today, Fuji Media Holdings (FMH) held its Annual General Meeting. Despite heavy rain, over 3,000 shareholders waited in line to attend the Ariake Arena, an event hall that hosted Billie Eilish during her “Happier Than Ever, The World Tour.” Many …
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Shareholder Proposals – A Powerful Tool for Driving Change
A record number of companies received shareholder proposals in this year’s June Annual General Meeting (AGM) season in in Japan, with a total of 114 companies having at least one shareholder proposal on their AGM agenda. Institutional asset managers submitted …
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Counterarguments to Fuji Media Holdings’ Reasons for Opposition to Proposed Independent Directors
June 6, 2025 In the notice for the 84th regular shareholders’ meeting published on May 30, 2025, the board of directors of Fuji Media Holdings (FMH) formally stated its opposition to all 12 of our proposed independent outside director candidates. …
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Dalton India: The First Decade and The Next Decade (Part II)
Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part …
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More Shareholders Voicing Proposals to Japanese Firms
NHK published an article and TV report on the record number of Japanese firms receiving shareholder proposals this year. It called out Dalton Investments’ proposals to Fuji Media Holdings and Yakult Honsha as high profile cases. Read the article here
Dalton Portfolio Manager and Senior Analyst, Owens Huang, Was Interviewed by Nikkei Following NVIDIA’s Latest Earnings
Translated from the original Japanese: “The financial results were a little better than expected. The market had predicted a gross profit margin of around 58%, but the actual figure was 61%, and earnings per share also exceeded expectations. The loss …
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Dalton Investments CIO, Jamie Rosenwald, Featured in The Japan Times
Dalton Investments CIO, Jamie Rosenwald, discusses efforts to engage and collaborate with other Fuji Media Holdings (FMH) investors to advocate for significant structural reforms, including the spin-off of FMH’s real estate division, the appointment of a new board of directors, …
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Dalton’s CIO, Jamie Rosenwald, and Partner and Managing Director, Masumi Nishida, Featured in PIVOT Interview on Fuji Media Holdings AGM Proposal
Jamie Rosenwald, Dalton’s CIO, and Masumi Nishida, Partner and Managing Director, were guests on PIVOT, which is the largest business-related channel in Japan (3.3m followers). Jamie and Masumi discussed Dalton’s shareholder proposals for the upcoming Fuji Media Holdings annual meeting. …
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Dalton Investments Venkat Pasupuleti Quoted in Barron’s Article “Why India Has an Advantage in Trump’s Tariff Wars”
Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing the Indian stock market. After President Trump’s “Independence Day” tariff turmoil, the Barron’s article notes that there is good news and bad news for India. On one …
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