Author Archives: Michael Caroff
Dalton Strengthens Investment Process with New ESG Specialist
January 28, 2019 Santa Monica, CA (Jan. 28, 2019) – Dalton Investments LLC (“Dalton”) announced today that Craig Mercer, through his company Dalriata Pty. Ltd, has entered into a consulting relationship with Dalton and will act as an environmental, social, …
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Markets Suffer Worst Year Since Global Financial Crisis
Pedro Zevallos, emerging markets portfolio manager at Dalton Investments, was recently quoted in Reuters, discussing December’s drop in global markets. Nearly $7 trillion has been wiped off world stocks, emerging markets have been trampled flat by a charging dollar and even …
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China’s Stocks Are Set for a Rocky Start to 2019
Jennifer Lai, portfolio co-manager of the Greater China Fund at Dalton Investments, was quoted in CNBC discussing the long-term outlook for Chinese stocks which began to decline during the summer of 2018. Lai believes that Chinese stocks could have a …
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Bloomberg Quotes Dalton Regarding Nissan ‘Palace Coup’
November 28, 2018 Jamie Rosenwald, one of Dalton Investments’ founders, was quoted in a Bloomberg article on Nissan Motor’s ousting of former Chairman Carlos Ghosn. Rosenwald, who has invested in Japan shares since 1972 and campaigned for the country’s firms …
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Sell-Off Leads to Chinese A Shares Trading at Attractive Valuations
Jennifer Lai, portfolio co-manager of the Greater China Fund at Dalton Investments, was recently quoted in Barron’s, talking about China’s dropping stock market. “A shares have become alluringly cheap, their average multiples below those of the S&P 500 index for …
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Bloomberg Reports on Dalton’s Minority Shareholder Proposal to Shinsei Bank
April 25, 2018 Bloomberg reported (article here) that on April 18, 2018 (Tokyo time), Dalton Investments delivered a minority shareholder proposal to the Board of Directors of Shinsei Bank, Limited (the “Bank”), a company held in the accounts of various …
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Dalton is the First U.S. Investment Manager to Join the Korea Stewardship Code
Santa Monica, CA (Nov. 1, 2017) –Dalton Investments LLC (together with its affiliated entities, “Dalton”) is the first U.S.-based investment manager to join the Korea Stewardship Code and its aim to promote the sustainable growth of investee companies through investment and …
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Nikkei Asian Review Quotes James Rosenwald
On September 12, 2017, the Nikkei Asian Review published an article referencing comments made by Jamie Rosenwald, Portfolio Manager for Dalton Investments’ Asian Equities strategies, regarding the existing discount on Japanese equities with cash rich balance sheets. “Dalton Investments, a …
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Pedro Zevallos and Iain Douglas Join Dalton Investments
Santa Monica, CA (September 1, 2017) – Dalton Investments is pleased to announce the hire of two new employees, Pedro Zevallos, Co-Portfolio Manager, Global Emerging Markets, and Iain Douglas, Senior Vice President of Business Strategy. Zevallos will be a Co-Portfolio …
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Bloomberg Reports on Dalton Investments and Japan Tax Reforms
On April 10, 2017, Bloomberg published an article quoting Jamie Rosenwald, Portfolio Manager for Dalton Investments’ Asian Equities strategies, and Shiro Hayashi, Senior Research Analyst and Head of Dalton’s Tokyo research office, regarding Japan’s recent tax reform allowing companies to spin …
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