Author Archives: Michael Caroff
Korean Health Stocks’ Rising Valuations Worrying
July 9, 2020 James Lim, senior research analyst, was recently featured on “Bloomberg TV: Markets Asia,” discussing the Korean stock market and corporate governance. Watch the video here.
What The Kennedy Act Is And How It Might Stop ‘The China Hustle’
June 30, 2020 Craig Mercer, Chief Research Officer, was recently quoted in Forbes discussing decoupling from China. Mercer notes that, “We are at the beginning of a long-term decoupling from China,” and “over the past few decades, it has been …
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Activist Investors Keep Pushing Japan Firms Despite Virus Crisis
June 24, 2020 Jamie Rosenwald, Lead Portfolio Manager, was recently quoted in Bloomberg discussing Dalton Investments’ activist campaigns in Japan and the impact of COVID-19 on the number of activist campaigns in Japan overall. He notes that, “Dalton has not …
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CEO Announcement
Dalton Investments (Dalton) is delighted to announce the appointment of Sarah Alfandari as its new Chief Executive Officer. Dalton has had a close relationship with Sarah in her capacity as co-founder of Longchamp Asset Management (Longchamp), Dalton’s European distribution partner, …
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Assessing the Current Dislocations in the Market
June 22, 2020 Belita Ong was recently featured on “Bloomberg Daybreak Asia,” discussing the markets with Doug Krizner and Paul Allen. Listen to the interview here.
Comparing the Bubble in the US Equity Market to the Opportunities Available in Asia
June 22, 2020 Belita Ong was recently featured on “Bloomberg Markets: Asia,” discussing her views on U.S. and Asia equity markets. Watch the video here.
Dalton responses to questions from Shareholder Proposer to Tenma
June 5, 2020 In advance of the Annual General Meeting of Tenma Corporation to be held in June of 2020, Dalton Investments LLC, in the below release, openly responds to Mr. Osamu Tsukasa’s questions and statements issued earlier this week. …
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Dalton Investments LLC opposes minority shareholder proposal for Tenma Corporation, agrees to company’s own nominations
May 27, 2020z In advance of the Annual General Meeting of Tenma Corporation (“Tenma”) to be held in June of 2020, Dalton Investments LLC (“Dalton”) provides the following analysis of the proposals anticipated to be brought before the meeting. As …
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Update on Korea
Dalton Investments (“Dalton”) continues to believe that there is a compelling long-term opportunity for investors in Korea, due to the country’s very low valuations and improving corporate governance and capital allocation practices. As an engaged investor, Dalton believes that it …
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Coronavirus Might Do More Damage To China Than The Trade War
February 19, 2020, Owens Huang, senior research analyst, was recently quoted in Forbes discussing how companies’ decision to move their supply operations out of China might be accelerated by the coronavirus. “We have already seen quite a lot of manufacturing in …
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