Author Archives: Alina Peon
Dalton to Submit Shareholder Proposals to Japanese Portfolio Companies to Change the Record Date for Annual General Meetings
December 2025 – Dalton Investments intends to submit proposals to its Japanes portfolio companies, beginning with this June’s AGM season, to amend their Articles of Incorporation to change the record date for the Annual General Meeting of Shareholders. The purpose …
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Dalton Sends Letter to Fuji Media Holdings on Announcement of Real Estate Restructuring and its Focus on Core Business
Fuji Media Holdings (“FMH”) announced on February 3, 2026 that it will proceed with the restructuring of its real estate business to focus on its core business, the media and content business. We believe this is a courageous and highly …
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Dalton’s CIO Discusses Strategic Vision for Ezaki Glico in Nikkei Interview
Following the submission of a shareholder proposal at Ezaki Glico, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III spoke with Nikkei about the firm’s objectives, including strengthening corporate governance. The proposal will be voted on at Glico’s upcoming …
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Lafayette Dalton Asia Pacific UCITS Fund CIO Featured in The Hedge Fund Journal
In its January 2026 profile, The Hedge Fund Journal featured the Lafayette Dalton Asia Pacific UCITS Fund,* highlighting its investment approach based on stock selection, active engagement, and alignment of interests. The article notes Dalton’s long-term risk-adjusted performance, high active …
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Dalton Investments Featured in Diligent Market Intelligence Article
In a January 2026 interview with Diligent Market Intelligence, Masumi Nishida, Partner and Managing Director for Dalton’s Tokyo research office, Dalton Advisory KK, shares insights on the new phase of shareholder activism in Japan. The article discusses how Tokyo Stock …
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Buyout Wave Seen Among Japan Drugmakers After Hisamitsu Deal
Dalton Investments was recently referenced in Bloomberg’s coverage of the emerging buyout wave among Japan’s pharmaceutical companies following Hisamitsu Pharmaceutical’s decision to go private in a management buyout. Dalton has actively encouraged portfolio companies, such as Aska Pharmaceutical, to evaluate …
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Letter to Portfolio Companies
December 2025 – Dalton Investments issued the letter below publicly to the management and directors of its portfolio companies. Driven by the capital market reforms led by the government and the Tokyo Stock Exchange, Japan’s capital markets are entering a …
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Dalton Partner Discusses AI “Bubble” Debate at Salesforce Annual Conference
Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan’s coverage of Salesforce’s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a “bubble” phase. Mr. Huang argued that …
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Sanae Takaichi’s Historic LDP Victory: Political Milestone and Market Response
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Statement Regarding the Decline in Aska Pharmaceutical Holdings’ Share Price
The share price of Aska Pharmaceutical Holdings (“Aska”) has declined significantly following the September 30 release titled “Notice Regarding the Termination of Procedures Based on the Policy for Responding to Large-Scale Purchases of the Company’s Shares, etc., in Connection with …
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