Author Archives: Caitlin Tesoriero
Going Activist in Japan
Masumi Nishida, Partner at Dalton Investments and Managing Director of Dalton Advisory KK (Dalton’s Japan research office), was featured on the Business Breakdowns podcast discussing activism in Japan. The podcast covers the selection process for attractive activist opportunities and explains …
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Thoughts on Ishiba
The victory of Shigeru Ishiba in the 2024 Liberal Democratic Party (LDP) presidential election has generally been viewed with caution in the investment community. Having analyzed the manner of Ishiba’s victory and the statements made in the weeks before the …
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Owens Huang Speaks at the AI Investment Forum of the Taiwan Tech Summit
Owens Huang, Partner, Senior Research Analyst and Portfolio Manager at Dalton Investments, spoke at the AI Investment Forum of the Taiwan Tech Summit on September 14, 2024th. The Taiwan Tech Summit is a premier conference that connects engineers, supply chain …
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Dalton Investments Venkat Pasupuleti Quoted in Barron’s Article on India’s Hot IPO Market
Portfolio Manager Venkat Pasupuleti was quoted in Barron’s, discussing India’s hot IPO market and the impact of the country’s Systematic Investment Programs on valuations (particularly in small and mid-cap stocks). Dalton currently finds better opportunities in larger cap Indian stocks, …
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Annual General Meeting (AGM) Review – August 2024
A record 91 Japanese companies received shareholder proposals at their general shareholder meetings in June this year, marking the highest number ever recorded. The continued rise in the number of AGM proposals is a clear positive, signaling the deepening of …
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Activist Funds Bought Japan Stocks During Worst Rout Since 1987
Dalton was highlighted by Bloomberg as being one of a number of Japanese activist investors, which were actively buying stocks during the market selloff of 5 August. As a disciplined value investor, Dalton believes that market volatility can generate opportunities …
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Dalton Investments Owens Huang Becomes a Composer, Inspired by Jensen Huang to Create “Silicon Island,” a Piece Dedicated to Taiwan
Owens Huang, Portfolio Manager and Senior Research Analysts at Dalton Investments, recently spoke with Central News Agency (CNA) reporter Zhao Jingyu, to discuss his transformation into a composer. He has created a septet titled “Silicon Island,” a piece inspired by …
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Moutai – Spirit of Times
Portfolio Manager, Owens Huang provides commentary on Moutai, a style of the Chinese alcoholic spirit baijiu, made from the cereal crop sorghum using traditional Chinese distilling techniques. The most famous brand of Moutai is Kweichow Moutai, produced by Chinese state-owned enterprise …
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Dalton Issues Letter to Portfolio Companies Urging Increased Share Buybacks in Response to Recent Stock Price Declines
LOS ANGELES, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of portfolio companies urging them to implement or accelerate share buybacks programs in order to take advantage of the recent historic decline in Japanese …
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Japanese retail investors rally around activism
Masumi Nishida, a partner at Dalton Investments, had his radio show featured on Asia Nikkei. His “Investor’s Sunday” program on the popular InterFM network invites a guest every week to talk about the world of high finance, including shareholder activism …
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