Dalton in the News
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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Dalton’s James Lim Still Sees Select Investment Opportunities in Korea after “Liberation Day” Tariffs Announced
James Lim, a Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing opportunities in the Korean stock market. Like many export-oriented countries, the Korean stock market experienced a drawdown following the April 2nd announcement that the U.S. will …
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Dalton Joins Kolmar Holdings Board
James Lim, a Partner and Portfolio Manager at Dalton Investments, was recently appointed to the board of Kolmar Holdings. Dalton has recently expanded its stake in Kolmar Holdings to 5.69% and changed its purpose of ownership from simple investment to …
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Dalton Investments, a U.S.-based manager with a focus on engagement, establishes Korea office
Dalton Investments announced the opening of a new office in Seoul, Korea, to be co-headed by Dalton Partner Sung Yoon “James” Lim and former Merrill Lynch Korea research head Bryan Gisuk Song. Read the press release here.
US AI stocks plummet; NVIDIA’s market value of 91 trillion yen disappears
Owens Huang, a portfolio manager at Dalton Investments, a U.S. investment firm, pointed out that “this challenges the U.S. government’s restrictions on technology exports to China and could lead to increased scrutiny of companies like Nvidia, which are key to …
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