News

oyota Motor Chairman Akio Toyoda’s plan to buy out Toyota Industries has won over Dalton Investments. This buyout attempt prioritizes shareholders first, unlike in the past, when Japanese companies prioritized employees over shareholders, according to Dalton Investment’s . . .

In 2024, the number of activist campaigns rose to 258, driven by the rise in Asia-Pacific campaigns. In particular, Japan activist campaigns are at an all-time high, fueled by the push for corporate governance reform. Dalton Investments was called out specifically for its shareholder . . .

Jamie Rosenwald, Chief Investment Officer of Dalton Investments, was quoted in a Bloomberg article “Activist Investing Booms in Japan, Led by Elliott’s Successes.”   The article mentions Dalton’s stake in Aska Pharmaceuticals Holdings Co., . . .

Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing the Indian stock market. After President Trump’s “Independence Day” tariff turmoil, the Barron’s article notes that there is good news and bad news . . .

James Lim,a Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing opportunities in the Korean stock market.  Like many export-oriented countries, the Korean stock market experienced a drawdown . . .

James Lim, a Partner and Portfolio Manager at Dalton Investments, was recently appointed to the board of Kolmar Holdings. Dalton has recently expanded its stake in Kolmar Holdings to 5.69% and changed its purpose of ownership from simple investment to management participation. Mr. Lim said it would “exercise influence in alignment . . .

Dalton Investments announced the opening of a new office in Seoul, Korea, to be co-headed by Dalton Partner Sung Yoon “James” Lim and former Merrill Lynch Korea research head Bryan Gisuk Song. Read the press release . . .

Owens Huang, a portfolio manager at Dalton Investments, a U.S. investment firm, pointed out that “this challenges the U.S. government’s restrictions on technology exports to China and could lead to increased scrutiny of companies like Nvidia, which are key to the supply chain . . .

Owens Huang, Portfolio Manager at Dalton Investments, was interviewed by Hedge Fund Alpha, discussing everything from his background in Chemistry to his interest in music composition and history with holding NVIDIA shares. Huang’s . . .

James Lim, Portfolio Manager and Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of JB Financial, commending them for their willingness to work more closely with stakeholders. When Dalton started investing in JB around 10 . . .