Posted March 2, 2026
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…
Posted February 18, 2026
On February 13, 2026 Ezaki Glico announced a JPY 25 billion share buyback (7.23% of its outstanding shares) and indicated that all repurchased shares will be cancelled. While this is a positive step, it falls short of the 10% buyback proposed by Dalton; therefore our shareholder proposal remains in place…
Posted February 10, 2026
After a historic lower house victory for Japan’s LDP, led by Prime Minister Sanae Takaichi, the Nikkei has climbed to new highs. Read our latest update on the market implications and outlook here.
Posted February 6, 2026
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 strategic decision that reflects a clear commitment to creating long-term value for shareholders and…
Posted January 30, 2026
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…
Posted January 29, 2026
In an interview with Nikkei, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III said the firm plans to submit shareholder proposals at Fuji Media Holdings’ upcoming AGM, calling for a 10% share buyback, the spin-off of the company’s real estate…
Posted January 29, 2026
In an interview with Nikkei, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III said the firm plans to submit shareholder proposals at Fuji Media Holdings’ upcoming AGM, calling for a 10% share buyback, the spin-off of the company’s real estate business, and the appointment of four…
Posted January 22, 2026
Rising Sun Management (RSM), an affiliate of Dalton, have written to Ezaki Glico (Company) declaring its intention to submit shareholder proposals at the upcoming Annual General Meeting of Shareholders. RSM has also shared its rationale for making the proposals which aim…
Posted January 20, 2026
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…
Posted January 14, 2026
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 Exchange…