Dalton in the News

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

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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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Jamie Rosenwald quoted in Bloomberg article on the change in attitude toward activist investors in Japan

Jamie Rosenwald, Chief Investment Officer of Dalton Investments, was quoted in a Bloomberg article “Activist Investing Booms in Japan, Led by Elliott’s Successes.”   The article mentions Dalton’s stake in Aska Pharmaceuticals Holdings Co., where the former CEO’s 37-year-old son is …
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Dalton Investments Venkat Pasupuleti Quoted in Barron’s Article “Why India Has an Advantage in Trump’s Tariff Wars”

Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing the Indian stock market. After President Trump’s “Independence Day” tariff turmoil, the Barron’s article notes that there is good news and bad news for India. On one …
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