Author Archives: Michael Caroff
Dalton Investments’ Jennifer Lai Named a Hedge Fund Rising Star
Santa Monica, Calif., June 26, 2019 – Institutional Investor has named Jennifer Lai, portfolio manager at Dalton Investments, one of ten Hedge Fund Rising Stars of 2019 as part of the publication’s annual Hedge Fund Industry Awards. This award recognizes …
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Governance push putting Japanese equities on radar
Shiro Hayashi, director of research and head of Dalton Investment LLC’s Tokyo research office, Dalton Advisory KK, was recently quoted in Pensions & Investments, discussing corporate governance reform in Japan. According to Mr. Hayashi, Japan’s corporate governance story is currently …
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Brazil’s Economy Contracted in First Quarter
Pedro Zevallos, emerging markets portfolio manager at Dalton Investments, was recently quoted in The Wall Street Journal, discussing Brazil’s economy. For the first time in nine quarters, Brazil’s economy shrank during Q119. Brazil’s new president recently introduced a bill that …
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Dalton Investment’s Shareholder Proposal Presentation to Shinsei Bank
In a presentation, Dalton has outlined its shareholder proposals to the board of directors of Shinsei Bank ahead of the Bank’s annual general meeting of shareholders on June 19, 2019. Please find the complete presentation at the link.
Korea Anxiety: Why Stock Prices Continue to Languish
May 16, 2019 – James Lim, Senior Research Analyst at Dalton Investments, was quoted in the Financial Times, discussing the Korean equities market. “There is just a massive discount on the public equities market. We think it is between 30 …
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Dalton Seeks Seat at Shinsei
Dalton Investments has proposed the election of its founder James Rosenwald to the board of Japanese company Shinsei Bank, stepping up its campaign at the troubled Japanese bank. Rosenwald, whose Dalton owns 6% in Shinsei, said in a public release …
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Representative from Dalton Investments Invited to Join the Board of Directors of T&K Toka
SANTA MONICA, Calif. & TOKYO–(BUSINESS WIRE)– Dalton Investments LLC, a registered investment advisor based in Santa Monica, California, announced today that its senior analyst, Kota Isogai, has received an invitation from T&K Toka (“the Company”), a manufacturer of ink and …
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South Korean Opportunity
South Korea is a small but densely populated Asian country (roughly one quarter of the area of Japan, with 52 million people, of which 20 million are in the greater Seoul area alone). It has a per capita GDP of …
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Jennifer Lai Discusses Current Opportunities in China
Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about current opportunities in the Chinese stock market, particularly in the mid-cap space as it is less crowded, on Bloomberg Markets: China Open. She also focuses specifically on investment opportunities in the …
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Activist Insight Discusses Shareholder Activism
The attached article appeared in Activist Insight in the April 2019 issue, and is re-printed here with their permission. Activist Insight April 2019 Is South Korea ready to embrace shareholder activism? According to Activist Insight online, twelve Korean companies were …
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