Author Archives: Caitlin Tesoriero
Japan’s Post-Election Update: Nikkei Soars After LDP Wins Historic Lower House Election
After a historic lower house victory for Japan’s LDP, led by Prime Minister Sanae Takaichi, the Nikkei has climbed to new highs. Read our latest update on the market implications and outlook here.
NAVF Advisors RSM write to Ezaki Glico
Rising Sun Management (RSM), an affiliate of Dalton, have written to Ezaki Glico (Company) declaring its intention to submit shareholder proposals at the upcoming Annual General Meeting of Shareholders. RSM has also shared its rationale for making the proposals which aim …
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Dalton Investments has joined the International Corporate Governance Network
Dalton Investments is proud to announce that we have joined the International Corporate Governance Network (ICGN). We believe that ICGN’s goal of advancing high standards of corporate governance and investor stewardship globally is a good fit with the principles of …
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India Is in an IPO Frenzy Again. Wait Until It Cools.
Venkat Pasupuleti, Portfolio Manager for the India strategy at Dalton Investments, was recently quoted in Barron’s, discussing the surge of IPOs in India. Retail investors are currently pouring billions into mutual funds, driving up valuations for newly listed companies. While …
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Sanae Takaichi’s Next Chapter as Japan’s First Female Prime Minister
Sanae Takaichi’s election as Japan’s first female Prime Minister marks a historic turning point, following the LDP’s new coalition with the Japan Innovation Party. Despite short-term political uncertainty, her administration signals policy continuity and a focus on economic reform. Dalton …
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Enhancing Shareholder Democracy in Japan: A Call for Structural Reforms to Corporate Disclosure and AGM Scheduling
Dalton Investments has sent a letter to the Minister of Economy, Trade and Industry (METI), the Minister of Justice, the Commissioner of Financials Services Agency (FSA), and the heads of the Japan Exchange Group (JPX) urging them to consider structural …
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Dalton Investments Chief Investment Officer Jamie Rosenwald wins board seat at Hogy Medical
On Friday, June 20, 2025, it was announced that a shareholder proposal to elect Dalton Investments (“Dalton” or “we”) founder and CIO Jamie Rosenwald to the board of Hogy Medical (3593 JP) had passed with 52.1% of votes in favor. …
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Our Opinion on the Glass Lewis Report, a Proxy Advisory Firm
Glass Lewis, a proxy advisory firm, has recommended voting in favor of five shareholder-proposed candidates and against two company-proposed candidates for the proposed resolutions at Fuji Media Holdings’ general meeting of shareholders. Read Dalton’s views on the Glass Lewis report.
Rebuttal to ISS Report on Proxy Voting Recommendations
On June 10, 2025, ISS recommended approval of all FMH management-proposed candidates and rejection of all 12 outside director candidates proposed by Dalton Investments, Inc. and/or its affiliate Rising Sun Management Ltd. Click here to read the rebuttal to the …
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Dalton’s CIO, Jamie Rosenwald, Quoted in Nikkei Asia Article Discussing Fuji Media AGM Proposals
Dalton Investments CIO, Jamie Rosenwald, was featured in Nikkei Asia, discussing Dalton’s plans to improve Fuji Media’s board of directors. Dalton has proposed 12 new directors, in an effort to improve the board’s quality and focus on corporate governance. Fuji …
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