Author Archives: Caitlin Tesoriero

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.

Posted in Dalton in the News | Comments Off on Dalton Investments, a U.S.-based manager with a focus on engagement, establishes Korea office

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 …
read more >

Posted in Dalton Actions | Comments Off on Rising Sun Management Sends Letter to Board of Directors of Fuji Media Holdings Requesting the Implementation of Additional Corporate Governance Reforms

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 …
read more >

Posted in Dalton in the News | Comments Off on US AI stocks plummet; NVIDIA’s market value of 91 trillion yen disappears

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 …
read more >

Posted in Dalton in the News | Comments Off on Strings & Silicon: How a Fund Manager Harmonizes Nvidia CEO’s Focus with Emotion-Free Investing

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 >

Posted in Dalton Actions | Comments Off on Rising Sun Management Sends Another Letter to the Board of Directors of Fuji Media Holdings

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 >

Posted in Dalton Actions | Comments Off on Rising Sun Management Sends Letter to the Board of Directors of Fuji Media Holdings

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 >

Posted in Dalton Actions | Comments Off on Rising Sun Management Sends Another Letter to the Board of Directors of Fuji Media Holdings

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 >

Posted in Dalton Actions | Comments Off on Rising Sun Management Sends Letter to the Board of Directors of Fuji Media Holdings

Letter to the Board of Directors and the Management of JB Financial

James Lim, Portfolio Manager and Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of JB Financial, commending them for their willingness to work more closely with stakeholders. When Dalton started …
read more >

Posted in Dalton in the News | Comments Off on Letter to the Board of Directors and the Management of JB Financial

Letter to Portfolio Companies

December 2024 – Dalton Investments issued the letter below publicly to the management and directors of its portfolio companies. Though the capital market reforms undertaken jointly by the Tokyo Stock Exchange (TSE), the Ministry of Economy, Trade and Industry (METI), …
read more >

Posted in Dalton Actions | Comments Off on Letter to Portfolio Companies