Dalton in the News

In a presentation, Dalton has outlined its shareholder proposals to the board of directors of Shinsei Bank ahead of the Bank’s annual general meeting of shareholders on June 19, 2019.  Please find the complete presentation at the link.

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 …
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Dalton Investments has proposed the election of its founder James Rosenwald to the board of Japanese company Shinsei Bank, stepping up its campaign at the troubled Japanese bank. Rosenwald, whose Dalton owns 6% in Shinsei, said in a public release …
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SANTA MONICA, Calif. & TOKYO–(BUSINESS WIRE)– Dalton Investments LLC, a registered investment advisor based in Santa Monica, California, announced today that its senior analyst, Kota Isogai, has received an invitation from T&K Toka (“the Company”), a manufacturer of ink and …
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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 …
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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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April 3, 2019 On April 3, 2019 (Tokyo time), Dalton Investments delivered a second minority shareholder proposal to the Board of Directors of Shinsei Bank, Limited (the “Bank”), a company held in the accounts of various Dalton clients.  Further to …
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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, 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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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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