Author Archives: Caitlin Tesoriero
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 …
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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 …
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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), …
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Shareholder Engagement Drives Change in Japan
Dalton Investments was recently featured in the Nikkei regarding Dalton’s engagement with Toyota Industries, Toyota Motor’s founding company. Following Dalton’s shareholder proposal, Toyota Industries announced in October 2024 the complete sale of its Denso Corporation shares, demonstrating the company’s commitment …
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Business Circles on High Alert as Opposition Pushes for Commercial Act Amendment
James Lim, Senior Research Analyst at Dalton Investments, was recently featured in Business Korea, discussing the Commercial Act Amendment in Korea, which would expand the fiduciary duty of directors from “the company” to “the company and shareholders.” According to Lim, …
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Korea: Scrapping Tax on Capital Gains; Is Commercial Law Revision Next?
The decision by South Korea’s left-leaning Democratic Party to scrap the capital gains tax, alongside the right-leaning Yoon administration’s introduction of the Corporate Value-Up Program, reflects a shift in the political landscape regarding the stock market. The stock market has …
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