Dalton in the News

September 23, 2019 Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing investing in China. “We look at the intrinsic risk of a company when investing in China’s A-shares. You need …
read more >

James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korean stock market. According to Lim, it is time to buy quality Korean companies at valuations that are nearly back to post-2008 levels. …
read more >

Santa Monica, Calif., June 26, 2019 – Institutional Investor has named Jennifer Lai, portfolio manager at Dalton Investments, one of ten Hedge Fund Rising Stars of 2019 as part of the publication’s annual Hedge Fund Industry Awards. This award recognizes …
read more >

Shiro Hayashi, director of research and head of Dalton Investment LLC’s Tokyo research office, Dalton Advisory KK, was recently quoted in Pensions & Investments, discussing corporate governance reform in Japan. According to Mr. Hayashi, Japan’s corporate governance story is currently …
read more >

Pedro Zevallos, emerging markets portfolio manager at Dalton Investments, was recently quoted in The Wall Street Journal, discussing Brazil’s economy. For the first time in nine quarters, Brazil’s economy shrank during Q119. Brazil’s new president recently introduced a bill that …
read more >

May 16, 2019 – James Lim, Senior Research Analyst at Dalton Investments, was quoted in the Financial Times, discussing the Korean equities market. “There is just a massive discount on the public equities market. We think it is between 30 …
read more >

Jennifer Lai, co-portfolio manager at Dalton Investments, spoke about current opportunities in the Chinese stock market, particularly in the mid-cap space as it is less crowded, on Bloomberg Markets: China Open. She also focuses specifically on investment opportunities in the …
read more >

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 …
read more >

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 …
read more >

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 …
read more >