Dalton in the News
Dalton’s CIO Discusses Strategic Vision for Ezaki Glico in Nikkei Interview
Following the submission of a shareholder proposal at Ezaki Glico, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III spoke with Nikkei about the firm’s objectives, including strengthening corporate governance. The proposal will be voted on at Glico’s upcoming …
read more >
Dalton to Propose 10% Share Buyback and Real Estate Business Spin-off at Fuji Media Holdings
In an interview with Nikkei, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III said the firm plans to submit shareholder proposals at Fuji Media Holdings’ upcoming AGM, calling for a 10% share buyback, the spin-off of the company’s …
read more >
Lafayette Dalton Asia Pacific UCITS Fund CIO Featured in The Hedge Fund Journal
In its January 2026 profile, The Hedge Fund Journal featured the Lafayette Dalton Asia Pacific UCITS Fund,* highlighting its investment approach based on stock selection, active engagement, and alignment of interests. The article notes Dalton’s long-term risk-adjusted performance, high active …
read more >
Dalton Investments Featured in Diligent Market Intelligence Article
In a January 2026 interview with Diligent Market Intelligence, Masumi Nishida, Partner and Managing Director for Dalton’s Tokyo research office, Dalton Advisory KK, shares insights on the new phase of shareholder activism in Japan. The article discusses how Tokyo Stock …
read more >
Buyout Wave Seen Among Japan Drugmakers After Hisamitsu Deal
Dalton Investments was recently referenced in Bloomberg’s coverage of the emerging buyout wave among Japan’s pharmaceutical companies following Hisamitsu Pharmaceutical’s decision to go private in a management buyout. Dalton has actively encouraged portfolio companies, such as Aska Pharmaceutical, to evaluate …
read more >
Dalton Investments has joined the International Corporate Governance Network
Dalton Investments is proud to announce that we have joined the International Corporate Governance Network (ICGN). We believe that ICGN’s goal of advancing high standards of corporate governance and investor stewardship globally is a good fit with the principles of …
read more >
Carlyle Launches Tender Offer to Buy Japan’s Hogy Medical
Carlyle Group has launched a takeover bid for Hogy Medical, a Japanese surgical kit manufacturer, offering ¥6,700 per share in a deal that values the company at about $951 million. Dalton, along with related entities, is Hogy Medical’s largest shareholder, …
read more >
India Is in an IPO Frenzy Again. Wait Until It Cools.
Venkat Pasupuleti, Portfolio Manager for the India strategy at Dalton Investments, was recently quoted in Barron’s, discussing the surge of IPOs in India. Retail investors are currently pouring billions into mutual funds, driving up valuations for newly listed companies. While …
read more >
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 …
read more >
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 …
read more >