Author Archives: Caitlin Tesoriero
Proposal to Yakult – Publication of Explanatory Materials
Dalton Investments has submitted three shareholder proposals to Yakult Honsha Co., LTD (“Yakult”) aimed at enhancing the corporate value of the company. The shareholder proposals include: 1) Election of Two Outside Directors; 2) Increase of Restricted Stock Compensation; and 3) …
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Results of Shareholder Proposals at Ezaki Glico’s Annual General Meeting of Shareholders
Based on Ezaki Glico’s disclosed voting results and approval ratios from the Annual General Meeting of Shareholders, we are issuing our views on the outcomes of this AGM, including the shareholder proposals submitted by Dalton Investments. The voting results and …
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The Impact of High Oil Prices On the Korean Market
The conflict involving Iran has pushed oil prices higher, causing sharp volatility in South Korea’s KOSPI Index due to its dependence on energy imports. Despite this, strong AI and defense fundamentals point to longer-term opportunities. Read more here.
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
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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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