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.

Posted in Dalton in the News | Comments Off on Korean Health Stocks’ Rising Valuations Worrying

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 …
read more >

Posted in Dalton in the News | Comments Off on What The Kennedy Act Is And How It Might Stop ‘The China Hustle’

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 …
read more >

Posted in Dalton in the News | Comments Off on Activist Investors Keep Pushing Japan Firms Despite Virus Crisis

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, …
read more >

Posted in Dalton Insights | Comments Off on CEO Announcement

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.

Posted in Dalton in the News | Comments Off on Assessing the Current Dislocations in the Market

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.

Posted in Dalton in the News | Comments Off on Comparing the Bubble in the US Equity Market to the Opportunities Available in Asia

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.  …
read more >

Posted in Dalton Actions | Comments Off on Dalton responses to questions from Shareholder Proposer to Tenma

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 …
read more >

Posted in Dalton Actions | Comments Off on Dalton Investments LLC opposes minority shareholder proposal for Tenma Corporation, agrees to company’s own nominations

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 …
read more >

Posted in Dalton Insights | Comments Off on Update on Korea

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 …
read more >

Posted in Dalton in the News | Comments Off on Coronavirus Might Do More Damage To China Than The Trade War