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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Engagement in Japan
London / Tokyo, 30th May 2024: Dalton affiliate Rising Sun Management (“RSM”) has sent a letter to the management of Fuji Media Holdings (“FMH”) recommending the immediate launch of a ‘friendly’ leveraged management buyout (MBO) for all the outstanding shares …
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SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Toyota Industries Corporation (6201.T) regarding the withdrawal of Dalton’s shareholder proposals and highlighting areas of improvement for the firm’s “Corporate Value Enhancement Initiatives.” …
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LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments has made a public statement that it will vote for all shareholder proposals put forward by activist investor Nihon Global Growth Partners for Toyo Susian to increase its efforts to improve …
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Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment …
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Corporate governance is on the rise in Japan, and Dalton Investments was recently highlighted in Bloomberg as an activist investor to pay attention to in 2024. Nippon Active Value Fund and Dalton Investments, both overseen by investor Jamie Rosenwald, disclosed …
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James Rosenwald, Chief Investment Officer of Dalton Investments, was recently featured in Nikkei Asia. Rosenwald has advice for Japanese companies for improving capital efficiency including increasing the number of outside directors and managing balance sheets to take advantage of the …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments (“Dalton”) issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following two corporate governance expectations: (1) make a clear commitment to …
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The Tokyo Stock Exchange (TSE) continues to push forward on its ongoing reform efforts to hold Japanese management teams accountable for their stock price valuations. The attached white paper addresses the most recent reform agenda items from the TSE, most …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to continue to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) …
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