Dalton in the News
Business Circles on High Alert as Opposition Pushes for Commercial Act Amendment
James Lim, Senior Research Analyst at Dalton Investments, was recently featured in Business Korea, discussing the Commercial Act Amendment in Korea, which would expand the fiduciary duty of directors from “the company” to “the company and shareholders.” According to Lim, …
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Owens Huang Speaks at the AI Investment Forum of the Taiwan Tech Summit
Owens Huang, Partner, Senior Research Analyst and Portfolio Manager at Dalton Investments, spoke at the AI Investment Forum of the Taiwan Tech Summit on September 14, 2024th. The Taiwan Tech Summit is a premier conference that connects engineers, supply chain …
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Dalton Investments Venkat Pasupuleti Quoted in Barron’s Article on India’s Hot IPO Market
Portfolio Manager Venkat Pasupuleti was quoted in Barron’s, discussing India’s hot IPO market and the impact of the country’s Systematic Investment Programs on valuations (particularly in small and mid-cap stocks). Dalton currently finds better opportunities in larger cap Indian stocks, …
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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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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.
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 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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