Author Archives: Caitlin Tesoriero
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.
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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Rising Sun Management Sends Letter to the Board of Directors of Fuji Media Holdings
Tokyo, January 14, 2025 Dalton Investments’ affiliate, Rising Sun Management (“RSM”), has sent a letter to the Board of Directors of Fuji Media Holdings (“FMH”), requesting the establishment of an independent, third-party committee composed of outside experts to examine the …
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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 …
read more >
Rising Sun Management Sends Letter to the Board of Directors of Fuji Media Holdings
Tokyo, January 14, 2025 Dalton Investments’ affiliate, Rising Sun Management (“RSM”), has sent a letter to the Board of Directors of Fuji Media Holdings (“FMH”), requesting the establishment of an independent, third-party committee composed of outside experts to examine the …
read more >