Dalton in the News

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.

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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Owens Huang, Portfolio Manager at Dalton Investments, was interviewed by Hedge Fund Alpha, discussing everything from his background in Chemistry to his interest in music composition and history with holding NVIDIA shares. Huang’s investing style has evolved over the years …
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James Lim, Senior Research Analyst at Dalton Investments, was recently featured in Business Korea, discussing the Commercial Act Amendment in Korea, which would expand the fiduciary duty of directors from “the company” to “the company and shareholders.” According to Lim, …
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Portfolio Manager Venkat Pasupuleti was quoted in Barron’s, discussing India’s hot IPO market and the impact of the country’s Systematic Investment Programs on valuations (particularly in small and mid-cap stocks). Dalton currently finds better opportunities in larger cap Indian stocks, …
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Dalton was highlighted by Bloomberg as being one of a number of Japanese activist investors, which were actively buying stocks during the market selloff of 5 August. As a disciplined value investor, Dalton believes that market volatility can generate opportunities …
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Owens Huang, Portfolio Manager and Senior Research Analysts at Dalton Investments, recently spoke with Central News Agency (CNA) reporter Zhao Jingyu, to discuss his transformation into a composer.  He has created a septet titled “Silicon Island,” a piece inspired by …
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Portfolio Manager, Owens Huang provides commentary on Moutai, a style of the Chinese alcoholic spirit baijiu, made from the cereal crop sorghum using traditional Chinese distilling techniques. The most famous brand of Moutai is Kweichow Moutai, produced by Chinese state-owned enterprise …
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