Dalton in the News
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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China’s Stocks Are Set for a Rocky Start to 2019
Jennifer Lai, portfolio co-manager of the Greater China Fund at Dalton Investments, was quoted in CNBC discussing the long-term outlook for Chinese stocks which began to decline during the summer of 2018. Lai believes that Chinese stocks could have a …
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Bloomberg Quotes Dalton Regarding Nissan ‘Palace Coup’
November 28, 2018 Jamie Rosenwald, one of Dalton Investments’ founders, was quoted in a Bloomberg article on Nissan Motor’s ousting of former Chairman Carlos Ghosn. Rosenwald, who has invested in Japan shares since 1972 and campaigned for the country’s firms …
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Sell-Off Leads to Chinese A Shares Trading at Attractive Valuations
Jennifer Lai, portfolio co-manager of the Greater China Fund at Dalton Investments, was recently quoted in Barron’s, talking about China’s dropping stock market. “A shares have become alluringly cheap, their average multiples below those of the S&P 500 index for …
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