Author Archives: Michael Caroff

Dalton Investments’ Ong on Markets and Strategies

Belita Ong, Chairman of Dalton Investments, discusses markets and strategies on “Bloomberg Daybreak: Asia.” In particular, Ong sees a lot of opportunity in Japanese companies. Not only are Japanese companies cheap due to the weakening of the yen but more …
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Japanese Elections: A Landslide for the LDP Following Abe’s Assassination

The tragic death of former prime minister Shinzo Abe appears to have galvanized support for Japan’s ruling Liberal Democratic Party (LDP) in the elections for the country’s upper house. Read Dalton’s commentary on the election here.

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Belita Ong on Dalton’s Approach to Investing in an Inflationary Environment

Belita Ong, Chairman of Dalton Investments, discusses her long-term view of rising materials costs, stagflation, and worldwide budget deficits leading to slower growth. Ong says, the recent downturn provides an opportunity to invest in companies with growth potential, run by …
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Belita Ong on Asia Markets and Investment Opportunities

Belita Ong, Chairman of Dalton Investments, discusses recent moves in global interest rates and the strengthening dollar. Ong also highlights the record number of buybacks being announced in Japan, and the attractiveness of equity valuations there.  She goes on to …
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Craig Mercer on Investing Lessons from Everyday Life

Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia), was recently on the investing podcast, Shares for Beginners. According to Mercer, “volatility is not risk. Risk is losing your money or the permanent impairment of capital …
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Dalton Issues Presentation on How Rinnai Can Unlock Value

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its views on how Rinnai can unlock its value by adopting a more robust capital allocation policy.  The Japanese version of the presentation is followed …
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Belita Ong on Markets and Strategy

Belita Ong, Chairman of Dalton Investments, was recently on “Bloomberg Daybreak: Asia,” speaking about today’s markets. In particular, Ong likes the Japan and India markets, Korea financial and tech stocks and is currently underweight China. Above all, Dalton invests in …
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Dalton Investments urges SK to focus on share buybacks in letter to management and directors

Dalton Investments’ letter to SK Inc.’s board of directors was recently highlighted in a Korea Economic Daily article. In the letter, Dalton urges SK to focus on buybacks and treasury stock cancelations over increased dividends. According to Dalton, “the market …
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Dalton Investments Issues Letter to Board of Directors and the Management of SK Inc.

SANTA MONICA, Calif.– Dalton Investments issued the following letter to the directors of SK Inc. (034730.KS) to encourage management to focus on increased share buybacks and cancelling of repurchased shares. Letter to the Board of Directors and the Management of …
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Longchamp Dalton India UCITS Fund Awarded Best Performing Fund

On March 18, 2022, the Hedge Fund Journal announced the winners of the 2022 UCITS Hedge Fund Journal Awards, which included the Longchamp Dalton India UCITS Fund. The Longchamp Dalton India UCITS Fund was awarded Best Performing Fund in 2021 …
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