Author Archives: Caitlin Tesoriero

The Renaissance of Fuji Television: A Charter for the Future

Dalton Investments’ affiliate, Rising Sun Management (“RSM”) has announced its intent to submit shareholder proposals to Fuji Media Holding (“FMH”) for a new slate of directors for the firm’s Board. Dalton believes that a refreshed Board of Directors a FMH …
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Dalton’s James Lim Still Sees Select Investment Opportunities in Korea after “Liberation Day” Tariffs Announced

James Lim, a Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing opportunities in the Korean stock market.  Like many export-oriented countries, the Korean stock market experienced a drawdown following the April 2nd announcement that the U.S. will …
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Dalton Joins Kolmar Holdings Board

James Lim, a Partner and Portfolio Manager at Dalton Investments, was recently appointed to the board of Kolmar Holdings. Dalton has recently expanded its stake in Kolmar Holdings to 5.69% and changed its purpose of ownership from simple investment to …
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Explanation of shareholder proposals to Ezaki Glico

March 6, 2025 Ezaki Glico is a major confectionery manufacturer with well-known brands such as “Pocky,” “Pretz,” and “Giant Cone,” which are widely loved not only in Japan but also overseas. Although it is a company with an excellent business, …
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Dalton Investments has made shareholder proposals to five companies

Dalton Investments has submitted shareholder proposals to the following five companies. The details of each proposal are as follows: ① Ezaki Glico Co., Ltd.i. Amendment to the Articles of Incorporation Pertaining to Disclosures on Actions Aimed at Realizing Management Mindful …
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Dalton Investments, a U.S.-based manager with a focus on engagement, establishes Korea office

Dalton Investments announced the opening of a new office in Seoul, Korea, to be co-headed by Dalton Partner Sung Yoon “James” Lim and former Merrill Lynch Korea research head Bryan Gisuk Song. Read the press release here.

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Rising Sun Management Sends Letter to Board of Directors of Fuji Media Holdings Requesting the Implementation of Additional Corporate Governance Reforms

In its third-letter to the Board of Directors of Fuji Media Holdings (“FMH”), Dalton Investments’ affiliate, Rising Sun Management (“RSM”) has requested the implementation of the following:  1) The resignation of Hisashi Hieda as Director of both FMH and Fuji …
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US AI stocks plummet; NVIDIA’s market value of 91 trillion yen disappears

Owens Huang, a portfolio manager at Dalton Investments, a U.S. investment firm, pointed out that “this challenges the U.S. government’s restrictions on technology exports to China and could lead to increased scrutiny of companies like Nvidia, which are key to …
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Strings & Silicon: How a Fund Manager Harmonizes Nvidia CEO’s Focus with Emotion-Free Investing

Owens Huang, Portfolio Manager at Dalton Investments, was interviewed by Hedge Fund Alpha, discussing everything from his background in Chemistry to his interest in music composition and history with holding NVIDIA shares. Huang’s investing style has evolved over the years …
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Rising Sun Management Sends Another Letter to the Board of Directors of Fuji Media Holdings

Tokyo, January 21, 2025 After the recent press conference by President Minato, Dalton Investments’ affiliate, Rising Sun Management (“RSM”), has sent another letter to the Board of Directors of Fuji Media Holdings (“FMH”), requesting the establishment of an independent, third-party …
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