Author Archives: Michael Caroff
Dalton Delivers Second Minority Shareholder Proposal to Shinsei Bank
April 3, 2019 On April 3, 2019 (Tokyo time), Dalton Investments delivered a second minority shareholder proposal to the Board of Directors of Shinsei Bank, Limited (the “Bank”), a company held in the accounts of various Dalton clients. Further to …
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Dalton Opens an India Office
March 28, 2019, Dalton Investments announces the opening of a new research office in Mumbai, India. “A local research office in India reflects our view that there are exciting investment opportunities for long-term investors in India,” says Belita Ong, CEO …
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Jennifer Lai Discusses China Opportunities on Bloomberg Radio
Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about trade talks and China opportunities on “Bloomberg Daybreak: Asia.” She goes on to look at key risks aside from trade. Lai co-runs Dalton’s Greater China long/short strategy and global emerging markets …
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Activist Insight Discusses Dalton Proposals for Hyundai Home Shopping
The below article appeared in Activist Insight on March 20, 2019, and is re-printed here with their permission. Activist Insight March 20, 2019 Proxy adviser Institutional Shareholder Services (ISS) has condemned Hyundai Home Shopping‘s feeble corporate governance structure, its poor …
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Korea Times discusses Dalton corporate governance campaign with Hyundai Home Shopping
On March 19, 2019, James Lim, Senior Research Analyst at Dalton Investments, was quoted in The Korea Times, discussing Hyundai Home Shopping. “While the company has created significant value, this value has not been shared with minority shareholders,” he says. “Further, while long-term …
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Jennifer Lai Discusses China Markets on Bloomberg TV
Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about Chinese stocks on “Bloomberg Daybreak: Asia.” According to Lai, it is not too late to get into China’s stock rally. Lai co-runs Dalton’s Greater China long/short strategy and global emerging markets …
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Dalton Investments Issues Letter to Directors of Hyundai Home Shopping
SANTA MONICA, Calif. & SEOUL, South Korea–(BUSINESS WIRE)–Dalton Investments, an investment management firm with approximately four billion dollars of assets under management, including holdings in select equities listed in Korea, today issued the following letter to the directors of Hyundai …
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Bloomberg Reports that Dalton Calls for `Massive’ Buybacks, Board Seat at Shinsei Bank
February 18, 2019 Bloomberg Reports that in a recent letter to Shinsei Bank, Dalton Investments has called on to add Dalton’s co-founder, Jamie Rosenwald, to the company’s board. Rosenwald has strong experience of investing in financial institutions and serving on …
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The Long-Term China Opportunity for Dalton
China is a fertile market for finding the types of entrepreneurial companies that Dalton seeks to partner with. Using the internet sector as an example, China went from having two global leading companies (of the top twenty global internet companies …
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Investor Group Issues “Proposals to Korea” to Help Increase Returns for Shareholders in Korean Equities
SANTA MONICA, Calif. & SEOUL, South Korea–(BUSINESS WIRE)–A group of investors, led by Dalton Investments (supported by a group of investors) with holdings in select equities listed in Korea today issued the following abridged letter to the Korea National Pension …
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