Author Archives: Michael Caroff
Dalton Investments Signed the Investor Letter to the Presidential Committee on Carbon Neutrality
Dalton Investments proudly signed the investor letter to the Presidential Committee on Carbon Neutrality in South Korea, continuing our efforts to support companies with a clear energy transition pathway. For more details, please refer to Dalton’s sustainability investment policy.
James Lim on South Korea’s Markets
James Lim, Senior Research Analyst at Dalton Investments, discusses his outlook for Korean markets, in particular tech valuations, on “Bloomberg Daybreak: Asia.” Watch the clip here
Belita Ong on Japanese Market Selloff, Bloomberg
Belita Ong, Chairman of Dalton Investments, discusses the recent global selloff in “risky” assets. Ong also explains why Japan is her contrarian call now. Dalton currently manages $3.4 billion in AUM of which approximately two-thirds is invested in Japan. Watch …
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Jamie Rosenwald on Japan’s New Government and Future Outlook for Japanese Stocks, TV Tokyo
Jamie Rosenwald, CIO and Founder of Dalton Investments, discusses the positive impact of a female candidate for Japan’s Liberal Democratic Party. Rosenwald goes on to share his outlook for the Japanese stock market and the potential impact from corporate governance …
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James Lim on South Korea’s Government Crackdown on Tech
James Lim, Senior Research Analyst at Dalton Investments, discusses South Korea’s crackdown on tech, how it compares to a similar move by China and what it means for the sector. Watch the clip here.
Jamie Rosenwald Appears on “Asia Society – Startup Nation Japan 2021 Discussing Activism in Japan”
September 2, 2021 — In the second session of Asia Society Japan’s new series Startup Nation Japan, James Rosenwald from Dalton Investments and Oki Matsumoto from the Japan Catalyst Fund discuss the role of activist investors. Jesper Koll, chair of …
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Belita Ong on Asia Markets Outlook, Bloomberg Daybreak Asia
Belita Ong, Chairman of Dalton Investments, discusses opportunities in Japan, South Korea, India, and China: “China is growing, but stay out of the crosshairs of the regulators” says Ong. Listen to the clip here.
Larger Asia Markets Have Done Well on Reflation Trade, Says Belita Ong on Bloomberg
Belita Ong, Chairman of Dalton Investments, says larger Asia markets have done well on the reflation trade and near-term inflation trends are not a concern. Watch the clip here.
Top of mind at Dalton Investments – Private Equity Gears Up for the Siege of Japan Inc.
June 30, 2021 According to Jackie Wong at The Wall Street Journal and Prequin, Private-equity firms have built a large war chest to target Japanese companies, sitting on $14.9 billion of cash, ready to snap up cheap Japanese firms. The …
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Dalton Nominated for HFM European Performance Awards
May 26, 2021 HFM released the nominees for the HFM European Performance Awards, which included two Dalton sub-advised UCITS Funds. The Longchamp Dalton India UCITS Fund was nominated in the newcomer-equity category while the Lafayette Dalton Asia Pacific UCITS Fund …
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