Dalton in the News

Activist Insight Discusses Shareholder Activism

The attached article appeared in Activist Insight in the April 2019 issue, and is re-printed here with their permission. Activist Insight April 2019 Is South Korea ready to embrace shareholder activism? According to Activist Insight online, twelve Korean companies were …
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Dalton Opens an India Office

March 28, 2019, Dalton Investments announces the opening of a new research office in Mumbai, India. “A local research office in India reflects our view that there are exciting investment opportunities for long-term investors in India,” says Belita Ong, CEO …
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Jennifer Lai Discusses China Opportunities on Bloomberg Radio

Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about trade talks and China opportunities on “Bloomberg Daybreak: Asia.” She goes on to look at key risks aside from trade. Lai co-runs Dalton’s Greater China long/short strategy and global emerging markets …
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Activist Insight Discusses Dalton Proposals for Hyundai Home Shopping

The below article appeared in Activist Insight on March 20, 2019, and is re-printed here with their permission. Activist Insight March 20, 2019 Proxy adviser Institutional Shareholder Services (ISS) has condemned Hyundai Home Shopping‘s feeble corporate governance structure, its poor …
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Korea Times discusses Dalton corporate governance campaign with Hyundai Home Shopping

On March 19, 2019, James Lim, Senior Research Analyst at Dalton Investments, was quoted in The Korea Times, discussing Hyundai Home Shopping. “While the company has created significant value, this value has not been shared with minority shareholders,” he says. “Further, while long-term …
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Jennifer Lai Discusses China Markets on Bloomberg TV

Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about Chinese stocks on “Bloomberg Daybreak: Asia.” According to Lai, it is not too late to get into China’s stock rally. Lai co-runs Dalton’s Greater China long/short strategy and global emerging markets …
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Dalton Investments Issues Letter to Directors of Hyundai Home Shopping

SANTA MONICA, Calif. & SEOUL, South Korea–(BUSINESS WIRE)–Dalton Investments, an investment management firm with approximately four billion dollars of assets under management, including holdings in select equities listed in Korea, today issued the following letter to the directors of Hyundai …
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Bloomberg Reports that Dalton Calls for `Massive’ Buybacks, Board Seat at Shinsei Bank

February 18, 2019 Bloomberg Reports that in a recent letter to Shinsei Bank, Dalton Investments has called on to add Dalton’s co-founder, Jamie Rosenwald, to the company’s board. Rosenwald has strong experience of investing in financial institutions and serving on …
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Investor Group Issues “Proposals to Korea” to Help Increase Returns for Shareholders in Korean Equities

SANTA MONICA, Calif. & SEOUL, South Korea–(BUSINESS WIRE)–A group of investors, led by Dalton Investments (supported by a group of investors) with holdings in select equities listed in Korea today issued the following abridged letter to the Korea National Pension …
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Markets Suffer Worst Year Since Global Financial Crisis

Pedro Zevallos, emerging markets portfolio manager at Dalton Investments, was recently quoted in Reuters, discussing December’s drop in global markets. Nearly $7 trillion has been wiped off world stocks, emerging markets have been trampled flat by a charging dollar and even …
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