Dalton in the News
Dalton Investments Highlighted by Bloomberg as an Activist Investor to Watch in Japan This Year
Corporate governance is on the rise in Japan, and Dalton Investments was recently highlighted in Bloomberg as an activist investor to pay attention to in 2024. Nippon Active Value Fund and Dalton Investments, both overseen by investor Jamie Rosenwald, disclosed …
read more >
‘Japan is waking up’ on corporate governance, Dalton co-founder says
James Rosenwald, Chief Investment Officer of Dalton Investments, was recently featured in Nikkei Asia. Rosenwald has advice for Japanese companies for improving capital efficiency including increasing the number of outside directors and managing balance sheets to take advantage of the …
read more >
Dalton Investments Belita Ong on Bloomberg Radio
Belita Ong, Chairman of Dalton Investments, recently spoke with Doug Krizner on “Bloomberg Radio” to discuss the latest on the markets. Listen to the clip here.
Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Shery Ahn on “Bloomberg Daybreak Asia,” to discuss her views on Japanese stocks and the country’s central bank. View the clip here.
As India’s Economy Booms, Bargains Get Harder to Find.
In a recent Barron’s article highlighting the relatively expensive valuations of stock in India, Dalton India equity Co-Portfolio Manager, Venkat Pasupuleti, commented on finding relative opportunities in the financial sector in ICICI Bank and Axis Bank: “These two are performing …
read more >
Dalton Investments Issues Follow-Up Letter to Management and Directors of its Portfolio Companies Reiterating Core Corporate Governance Initiatives
SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to continue to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) …
read more >
Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Haidi Stroud-Watts and David Ingles on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. View the clip here.
Dalton Investments Belita Ong on Bloomberg Radio
Belita Ong, Chairman of Dalton Investments, recently spoke with Bryan Curtis and Rishaad Salamat on “Bloomberg Radio” to discuss the latest on the markets. Listen to the clip here.
Dalton Issues Presentation on Details of a Shareholder Proposal for Secom Co. to Execute a Share Buyback
SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to Secom Co. to buyback JPY 180 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the presentation …
read more >
Dalton Issues Presentation on Details of a Shareholder Proposal for Toa Corporation to Execute a Share Buyback
SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to TOA Corp. to buyback JPY 2.7 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the presentation …
read more >