Engagement in Japan

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) strong alignment …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its views on how Rinnai can unlock its value by adopting a more robust capital allocation policy.  The Japanese version of the presentation is followed …
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SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Fujitec Co. (6406.T) regarding the company’s capital allocation policy.    The Board of Directors Fujitec Co., Ltd. Big Wing, 591-1 Miyata-Cho, Hikone Shiga …
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June 5, 2020 In advance of the Annual General Meeting of Tenma Corporation to be held in June of 2020, Dalton Investments LLC, in the below release, openly responds to Mr. Osamu Tsukasa’s questions and statements issued earlier this week.  …
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May 27, 2020z In advance of the Annual General Meeting of Tenma Corporation (“Tenma”) to be held in June of 2020, Dalton Investments LLC (“Dalton”) provides the following analysis of the proposals anticipated to be brought before the meeting.  As …
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In a presentation, Dalton has outlined its shareholder proposals to the board of directors of Shinsei Bank ahead of the Bank’s annual general meeting of shareholders on June 19, 2019.  Please find the complete presentation at the link.

Dalton Investments has proposed the election of its founder James Rosenwald to the board of Japanese company Shinsei Bank, stepping up its campaign at the troubled Japanese bank. Rosenwald, whose Dalton owns 6% in Shinsei, said in a public release …
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SANTA MONICA, Calif. & TOKYO–(BUSINESS WIRE)– Dalton Investments LLC, a registered investment advisor based in Santa Monica, California, announced today that its senior analyst, Kota Isogai, has received an invitation from T&K Toka (“the Company”), a manufacturer of ink and …
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April 3, 2019 On April 3, 2019 (Tokyo time), Dalton Investments delivered a second minority shareholder proposal to the Board of Directors of Shinsei Bank, Limited (the “Bank”), a company held in the accounts of various Dalton clients.  Further to …
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February 18, 2019 Bloomberg Reports that in a recent letter to Shinsei Bank, Dalton Investments has called on to add Dalton’s co-founder, Jamie Rosenwald, to the company’s board. Rosenwald has strong experience of investing in financial institutions and serving on …
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