Dalton in the News

A $3.4 Billion Hedge Fund Is Let Down by Japan on Foreign Buying Rules

Shiro Hayashi, who heads the Japanese advisory arm of Dalton, was recently quoted in Bloomberg, discussing new regulation that would force foreign investors to announce when they plan to buy more than 1% of companies involved with Japanese national security. …
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Samsung and Other Asian Companies Will Profit from Electric-Car Demand. Will Investors Get on Board?

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the electric-car demand in Asia. Five of the top six electric-car battery producers are South Korean or Chinese, says Lim. All of the battery makers’ stocks …
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Brazil President Bolsonaro’s Biggest Economic Win, Pension Reform, Expected This Week

Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing Brazil’s pension reform bill. “There are structural impediments in Brazil even with pension reform passing, but this new government is giving us …
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Investors Beware: State Department Setting The Table For China Sanctions

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 …
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Commentary: Finding value in South Korea despite ‘Korean discount’

Many foreign investors for years have been discouraged from investing in the South Korean stock market despite its valuation discount vs. other equity markets. Significant changes, however, are underway in the country, that might help create attractive long-term investment returns …
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South Korea Stocks Could Be Ready for a Rebound

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. …
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Dalton Investments’ Jennifer Lai Named a Hedge Fund Rising Star

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 …
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Governance push putting Japanese equities on radar

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 …
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Brazil’s Economy Contracted in First Quarter

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 …
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Dalton Investment’s Shareholder Proposal Presentation to Shinsei Bank

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.

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