Dalton in the News

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, 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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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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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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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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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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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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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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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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April 25, 2018 Bloomberg reported (article here) that on April 18, 2018 (Tokyo time), Dalton Investments delivered a minority shareholder proposal to the Board of Directors of Shinsei Bank, Limited (the “Bank”), a company held in the accounts of various …
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