Dalton in the News

Dalton Investments Sees Opportunities in Japan, S. Korea, India

Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on “Bloomberg Daybreak: Australia,” discussing the current opportunities she sees in Asian markets, particularly in South Korea, Japan and India. Watch the whole video.

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Activist Insight: Dalton pushes for changes at Korean corporations

California-based hedge fund Dalton Investments has called on Korean lawmakers to keep corporate governance practices in check, arguing this would boost both investor confidence and the value of the nation’s stock market. Ten months after issuing a similar letter to …
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Commentary: The Missing Link: Bridging the ESG research gap in emerging markets

We believe that rigorous, bottom-up analysis of securities based on an environmental, social and governance (“ESG”) lens offers several positives for emerging markets investors, including the potential to mitigate risk and generate superior long-term returns. However, both quantitative and fundamental …
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Dalton Joins Principles for Responsible Investment

Santa Monica, CA (December 11, 2019) – Dalton Investments LLC (“Dalton”) has adhered to and been accepted to the UN-supported Principles for Responsible Investment (the “PRI”) as of December 11, 2019. The PRI are a set of six voluntary investment …
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Dalton Sends Letter to Korea Lawmakers on Stock Value Boost

December 4, 2019 James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Bloomberg, discussing a Dalton Investments letter to Korean government entities. In this letter, Dalton Investments asks the Korean government entities and the Korean National …
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China Likely To Become World’s Biggest Economy: Dalton Investments

Jennifer Lai, co-portfolio manager at Dalton Investments, was recently on Bloomberg, speaking about Chinese stocks and the economy. She also discussed Hong Kong’s economy, the protests, and the implications for markets. Watch the video here.

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Commentary: The Missing Link: Bridging the ESG research gap in emerging markets

We believe that rigorous, bottom-up analysis of securities based on an environmental, social and governance (“ESG”) lens offers several positives for emerging markets investors, including the potential to mitigate risk and generate superior long-term returns. However, both quantitative and fundamental …
read more >

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Signs of Animal Spirits Returning to Japanese Market

Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on Daybreak Asia. She discusses the impact of protests in Hong Kong on markets and where she sees opportunities in Asia, particularly in Korea, Japan and India. Listen …
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India ‘Quite Attractive,’ S. Korea ‘Particularly Interesting’: Dalton Investments

Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on “Bloomberg Markets: China Open,” discussing the current opportunities she sees in Asian markets, particularly in South Korea and India. Watch the video here.

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Foreigners Flock to Brazil ETF as Early Signs of Comeback Arise

Pedro Zevallos, a Senior Research Analyst specializing in Latin American equities and a Co-Portfolio Manager for the Global Emerging Markets Equities Strategy, was recently quoted in Bloomberg discussing the Brazilian stock market. Less than a year after Brazil’s social security …
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