Dalton in the News
Activist Funds Bought Japan Stocks During Worst Rout Since 1987
Dalton was highlighted by Bloomberg as being one of a number of Japanese activist investors, which were actively buying stocks during the market selloff of 5 August. As a disciplined value investor, Dalton believes that market volatility can generate opportunities …
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Dalton Investments Owens Huang Becomes a Composer, Inspired by Jensen Huang to Create “Silicon Island,” a Piece Dedicated to Taiwan
Owens Huang, Portfolio Manager and Senior Research Analysts at Dalton Investments, recently spoke with Central News Agency (CNA) reporter Zhao Jingyu, to discuss his transformation into a composer. He has created a septet titled “Silicon Island,” a piece inspired by …
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Moutai – Spirit of Times
Portfolio Manager, Owens Huang provides commentary on Moutai, a style of the Chinese alcoholic spirit baijiu, made from the cereal crop sorghum using traditional Chinese distilling techniques. The most famous brand of Moutai is Kweichow Moutai, produced by Chinese state-owned enterprise …
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Dalton Issues Letter to Portfolio Companies Urging Increased Share Buybacks in Response to Recent Stock Price Declines
LOS ANGELES, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of portfolio companies urging them to implement or accelerate share buybacks programs in order to take advantage of the recent historic decline in Japanese …
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Japanese retail investors rally around activism
Masumi Nishida, a partner at Dalton Investments, had his radio show featured on Asia Nikkei. His “Investor’s Sunday” program on the popular InterFM network invites a guest every week to talk about the world of high finance, including shareholder activism …
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Rising Sun Management Recommends MBO to Fuji Media Holdings
London / Tokyo, 30th May 2024: Dalton affiliate Rising Sun Management (“RSM”) has sent a letter to the management of Fuji Media Holdings (“FMH”) recommending the immediate launch of a ‘friendly’ leveraged management buyout (MBO) for all the outstanding shares …
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Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Paul Allen and Haidi Stroud-Watts on “Bloomberg Daybreak Australia,” to discuss the latest on the markets. View the clip (15:00) here.
Dalton Investments Belita Ong on Bloomberg Radio
Belita Ong, Chairman of Dalton Investments, recently spoke with Ed Baxter on “Bloomberg Daybreak Asia Radio” to discusses her overview of the Asian Markets . Listen to the clip (3:18) here.
After Japan’s comeback, South Korea is hoping for its own stock market boom
Dalton Investments’ Senior Analyst James Lim was interviewed by Al Jazeera regarding the Korea discount and the government’s efforts to address this. Although the unwinding of the deep undervaluation of Korean stocks is unlikely to be a smooth journey, Lim …
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Dalton Investments withdraws the AGM Proposals to Toyota Industries
SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Toyota Industries Corporation (6201.T) regarding the withdrawal of Dalton’s shareholder proposals and highlighting areas of improvement for the firm’s “Corporate Value Enhancement Initiatives.” …
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