Dalton in the News

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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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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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.

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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.

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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 Expands Tokyo Office with New Marketing Team

LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments, a U.S. -based investment management firm specializing in Asian, Emerging Markets, and global equities, has announced the addition of a marketing team to its Tokyo office. This move complements its Japanese …
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Dalton Sends Letter to the Board of Directors of MegaStudy

James Lim, Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of MegaStudy Education, commending them for the recently announced 3-year shareholder capital return policy to return 60% of its net …
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Samsung Fell Behind on Chips. Now It’s Fighting Back.

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing a potential rebound in demand for Samsung memory chips. Samsung has been viewed as a laggard as artificial-intelligence fever sweeps the global semiconductor industry. However, according …
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Dalton Supports Seven & i shake-up, including 7-Eleven spin off

Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment …
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South Korea’s Stock Market Needs a Jump-Start. Dalton’s Thoughts On What It Will Take

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korea stock market.  According to Lim, many well-known Korean companies have low stock prices, but investors need to be very selective on where they …
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