Dalton in the News
Dalton Partner Discusses AI “Bubble” Debate at Salesforce Annual Conference
Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan’s coverage of Salesforce’s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a “bubble” phase. Mr. Huang argued that …
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Dalton Chief Investment Officer Interviewed by Nikkei Business on Why Poison Pills Do Not Work
Dalton CIO, James B. Rosenwald III, recently interviewed with Nikkei Business, discussing recent announcements by Aska Pharmaceutical and Bunka Shutter to potentially implement a poison pill in order to block shareholder efforts to have each company consider going private. The …
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Dalton Investments Highlighted in “Diligent Market Intelligence: Shareholder Activism in Asia 2025 Report”
In their report “Diligent Market Intelligence: Shareholder Activism in Asia 2025”, Diligent highlights Dalton as one of “Asia’s top activist investors”. When the activity of Dalton Investments and its affiliate company Rising Sun Management (through the closed end fund Nippon …
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Dalton Blasts Japan’s Aska Pharma, Bunka Shutter for Takeover Defenses
Dalton Investments’ response to the anti-takeover measures adopted by Aska Pharma and Bunka Shutter—two companies in which it is a major shareholder—was recently featured in Nikkei Asia. Read the article here.
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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