Author Archives: Michael Caroff
China Cancels Important ‘Two Sessions’ Meeting As Fight Against Coronavirus Intensifies
February 18, 2020, Owens Huang, senior research analyst, was recently quoted in Forbes discussing how the coronavirus is reported. “The increase shouldn’t be a surprise for investors who follow China closely right now,” says Owens Huang, senior research analyst for …
read more >
Modi’s India Is Mired in a Slump. But There Are Still Stocks Worth Buying.
Venkat Pasupuleti, co-portfolio manager for the Dalton India Strategy, was recently quoted in Barron’s discussing the recent unveiling of India’s fiscal budget. “There were a lot of expectations from the budget, but we didn’t see anything serious,” he says. Pasupuleti …
read more >
Dalton Opens an Australia Office
January 1, 2020, Dalton Investments, headquartered in Santa Monica, announces the opening of Dalton Investments (Australia) Pty Ltd (“Dalton Australia”), a new subsidiary research and client service office in Sydney. Dalton Australia adds to the resources of Dalton’s two other …
read more >
Dalton Investments Sees Opportunities in Japan, S. Korea, India
Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on “Bloomberg Daybreak: Australia,” discussing the current opportunities she sees in Asian markets, particularly in South Korea, Japan and India. Watch the whole video.
Activist Insight: Dalton pushes for changes at Korean corporations
California-based hedge fund Dalton Investments has called on Korean lawmakers to keep corporate governance practices in check, arguing this would boost both investor confidence and the value of the nation’s stock market. Ten months after issuing a similar letter to …
read more >
Commentary: The Missing Link: Bridging the ESG research gap in emerging markets
We believe that rigorous, bottom-up analysis of securities based on an environmental, social and governance (“ESG”) lens offers several positives for emerging markets investors, including the potential to mitigate risk and generate superior long-term returns. However, both quantitative and fundamental …
read more >
Dalton Joins Principles for Responsible Investment
Santa Monica, CA (December 11, 2019) – Dalton Investments LLC (“Dalton”) has adhered to and been accepted to the UN-supported Principles for Responsible Investment (the “PRI”) as of December 11, 2019. The PRI are a set of six voluntary investment …
read more >
Dalton Sends Letter to Korea Lawmakers on Stock Value Boost
December 4, 2019 James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Bloomberg, discussing a Dalton Investments letter to Korean government entities. In this letter, Dalton Investments asks the Korean government entities and the Korean National …
read more >
China Likely To Become World’s Biggest Economy: Dalton Investments
Jennifer Lai, co-portfolio manager at Dalton Investments, was recently on Bloomberg, speaking about Chinese stocks and the economy. She also discussed Hong Kong’s economy, the protests, and the implications for markets. Watch the video here.
Commentary: The Missing Link: Bridging the ESG research gap in emerging markets
We believe that rigorous, bottom-up analysis of securities based on an environmental, social and governance (“ESG”) lens offers several positives for emerging markets investors, including the potential to mitigate risk and generate superior long-term returns. However, both quantitative and fundamental …
read more >