Author Archives: Michael Caroff
2023 UCITS Awards
In partnership with Longchamp Asset Management, Dalton Investments is proud to announce that the Dalton Asia Pacific UCITS Fund received the Hedge Fund Journal Award of “Long/Short Equity – Asia Pacific Best Performing Fund over 5 years.” The Fund will …
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Dalton Investments on Global Markets
Belita Ong, Chairman of Dalton Investments, discusses her investment strategies on global market with Shery Ahn and Haidi Stroud-Watts on “Daybreak Asia”. Ong believes that India is an excellent long-term investment as the country is a democracy with a young, …
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Belita Ong on Bloomberg Radio
Belita Ong, Chairman of Dalton Investments, recently spoke with Bryan Curtis and David Ingles on “Bloomberg Daybreak Asia” about increased corporate governance reform in Japan. It is an exciting time in Japan as companies need to abide by the Tokyo …
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Reuters Quotes Dalton Regarding Seven & i “7-Eleven Spin Off”
Jamie Rosenwald, Chief Investment Officer of Dalton Investments, was quoted in a Reuters article on Seven & i “7-Eleven Spin Off.” Rosenwald believes “A rational and experienced board of directors would understand their fiduciary duty and spin off the Seven …
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Independence and Diversity in Japanese Boardrooms
Dalton Investments is inviting investors to sign a statement calling for increased diversity in Japanese boardrooms. Relative to its G7 peers, Japanese firms continue to have less female board representation and fewer independent directors. By engaging with public bodies such …
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Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Shery Ahn and Haidi Stroud-Watts on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. Watch the clip here.
Price-to-Book is Back
The Tokyo Stock Exchange (TSE) has recently announced plans to continue its efforts in pushing for corporate governance reform by setting hard deadlines for listed companies that it considers to be non-confirming to existing listing standards to now disclose actions …
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Belita Ong on the Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Doug Krizner on “Bloomberg Daybreak Asia” about today’s markets. Listen to the clip here.
Dalton Investments Issues Letter to Board of Directors of Seven & i Holdings Co., Ltd.
SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Seven & i Holdings Co., Ltd. (3382.T) regarding the proposal for a 100% tax-free spin-off of 7-Eleven global convenience store business. The Board …
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Dalton Issues Letter to Management and Directors of its Portfolio Companies
SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) strong alignment …
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