Dalton in the News
Enhancing Shareholder Democracy in Japan: A Call for Structural Reforms to Corporate Disclosure and AGM Scheduling
Dalton Investments has sent a letter to the Minister of Economy, Trade and Industry (METI), the Minister of Justice, the Commissioner of Financials Services Agency (FSA), and the heads of the Japan Exchange Group (JPX) urging them to consider structural …
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Dalton CIO Jamie Rosenwald appears on Investor’s Sunday Podcast
Dalton CIO Jamie Rosenwald recently appeared on Investor’s Sunday, which is a regular show on Tokyo’s InterFM. The show is co-hosted by Yuko Ezure and Dalton’s own Masumi Nishida, Partner and Managing Director for Dalton’s Tokyo research office. The show …
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More Shareholders Voicing Proposals to Japanese Firms
NHK published an article and TV report on the record number of Japanese firms receiving shareholder proposals this year. It called out Dalton Investments’ proposals to Fuji Media Holdings and Yakult Honsha as high profile cases. Read the article here
Dalton Portfolio Manager and Senior Analyst, Owens Huang, Was Interviewed by Nikkei Following NVIDIA’s Latest Earnings
Translated from the original Japanese: “The financial results were a little better than expected. The market had predicted a gross profit margin of around 58%, but the actual figure was 61%, and earnings per share also exceeded expectations. The loss …
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Dalton Investments CIO, Jamie Rosenwald, Featured in The Japan Times
Dalton Investments CIO, Jamie Rosenwald, discusses efforts to engage and collaborate with other Fuji Media Holdings (FMH) investors to advocate for significant structural reforms, including the spin-off of FMH’s real estate division, the appointment of a new board of directors, …
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Dalton’s CIO, Jamie Rosenwald, and Partner and Managing Director, Masumi Nishida, Featured in PIVOT Interview on Fuji Media Holdings AGM Proposal
Jamie Rosenwald, Dalton’s CIO, and Masumi Nishida, Partner and Managing Director, were guests on PIVOT, which is the largest business-related channel in Japan (3.3m followers). Jamie and Masumi discussed Dalton’s shareholder proposals for the upcoming Fuji Media Holdings annual meeting. …
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Fuji Media shareholder Dalton seeks talks on board proposal
Jamie Rosenwald, CIO of Dalton Investments, was mentioned in NHK World, discussing Dalton’s shareholder proposal to Fuji Media. Dalton has proposed 12 new directors for the Fuji Media board. Fuji Media Holdings has said the board will review Dalton’s proposal …
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Dalton Investments seeks talks with Fuji Media to avoid proxy fight
Dalton Investment’s CIO, Jamie Rosenwald, was featured in the Japan Times, discussing his desire to implement needed corporate governance changes at Fuji Media without a potential proxy fight. Dalton Investments is demanding that the company change its board members, spin …
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Akio Toyoda’s buyout plan called ‘gutsy’ by Dalton Investments
Toyota Motor Chairman Akio Toyoda’s plan to buy out Toyota Industries has won over Dalton Investments. This buyout attempt prioritizes shareholders first, unlike in the past, when Japanese companies prioritized employees over shareholders, according to Dalton Investment’s CIO, Jamie Rosenwald. …
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Shareholder activism in Asia drives global total to record high
In 2024, the number of activist campaigns rose to 258, driven by the rise in Asia-Pacific campaigns. In particular, Japan activist campaigns are at an all-time high, fueled by the push for corporate governance reform. Dalton Investments was called out …
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