Author Archives: Michael Caroff
Dalton Investments Issues Letter to Board of Directors and the Management of Meritz
Letter to the Board of Directors and the Management of Meritz Financial Group December 2, 2022 To: The Board of Directors and the Management of Meritz Financial Group Dalton Investments (“Dalton” or “we”), a US-based, long-term value-oriented investment management …
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Dalton Investments James Lim on Korea’s Review of the ID/Pre-Registration Requirement for Foreign Investors
James Lim, Senior Research Analyst of Dalton Investments, recently was quoted in an article by Youkyung Lee (Bloomberg) on “Korea to Review Pre-Registration for Foreign Stock Investors.” According to Lim, “The pre-registration system has been an obstacle on the operation …
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Belita Ong on Strategy, Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Yvonne Man on “Bloomberg Markets: China Open” about today’s markets. Ong speaks on the uncertainty of China stocks and Dalton significantly limiting its exposure to China. Watch the clip here.
Craig Mercer Unpeeling the Onion of Return on Equity
Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments, was back on the investing podcast, Shares for Beginners where he discussed return on equity. According to Mercer, “I would sort of characterize return on equity somewhat like …
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Belita Ong on the Markets
Belita Ong, Chairman of Dalton Investments, speaks with host Paul Allen on Bloomberg Radio about the Japanese economy and the “tankan survey”. Listen to the clip here.
Dalton Investments Belita Ong on Strategy, Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Yvonne Man on “Bloomberg Markets: China Open” about today’s markets. Ong continues to see compelling opportunities in Japan, India and South Korea while Dalton is shifting away from Chinese companies and …
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Japan – A “two-way” investment star?
Japanese Prime Minister, Kishida, discussed Japanese companies’ structural improvements and future growth opportunities during his speech on September 22nd. Dalton viewed Kishida-san’s speech as highly positive for investors in Japan. While we understand the deeply skeptical attitude held by many …
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Companies call for global alignment between sustainability reporting standard setters and frameworks
August 30, 2022 Dalton Investments, along with 61 global organizations, has endorsed a joint statement, developed by the World Business Council for Sustainable Development, Principles for Responsible Investment and the International Federation of Accountants (IFAC) calling for stronger alignment of …
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The Net-Zero Opportunity Emerging in Japan
Craig Mercer, Head of ESG at Dalton Investments, was recently quoted in Net Zero Investor, discussing sustainable investment in Japan as more and more Japanese companies commit to net-zero goals. According to Mercer, “Japan is an attractive market for sustainable …
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James Lim Appears on “Value Investing Talk” to Discuss the Korean Market
James Lim, Senior Research Analyst at Dalton Investments, discusses Dalton’s approach to value investing and the reason behind the under valuation of Korean stocks on “Value Investing Talk.” In particular, Lim highlights industries in Korea with a particularly large number …
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