Dalton in the News
Reuters Quotes Dalton Regarding Seven & i “7-Eleven Spin Off”
Jamie Rosenwald, Chief Investment Officer of Dalton Investments, was quoted in a Reuters article on Seven & i “7-Eleven Spin Off.” Rosenwald believes “A rational and experienced board of directors would understand their fiduciary duty and spin off the Seven …
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Independence and Diversity in Japanese Boardrooms
Dalton Investments is inviting investors to sign a statement calling for increased diversity in Japanese boardrooms. Relative to its G7 peers, Japanese firms continue to have less female board representation and fewer independent directors. By engaging with public bodies such …
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Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Shery Ahn and Haidi Stroud-Watts on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. Watch the clip here.
Belita Ong on the Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Doug Krizner on “Bloomberg Daybreak Asia” about today’s markets. Listen to the clip here.
Dalton Investments Issues Letter to Board of Directors of Seven & i Holdings Co., Ltd.
SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Seven & i Holdings Co., Ltd. (3382.T) regarding the proposal for a 100% tax-free spin-off of 7-Eleven global convenience store business. The Board …
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Dalton Issues Letter to Management and Directors of its Portfolio Companies
SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) strong alignment …
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Dalton Investments Issues Letter to Board of Directors and the Management of Meritz
Letter to the Board of Directors and the Management of Meritz Financial Group December 2, 2022 To: The Board of Directors and the Management of Meritz Financial Group Dalton Investments (“Dalton” or “we”), a US-based, long-term value-oriented investment management …
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Dalton Investments James Lim on Korea’s Review of the ID/Pre-Registration Requirement for Foreign Investors
James Lim, Senior Research Analyst of Dalton Investments, recently was quoted in an article by Youkyung Lee (Bloomberg) on “Korea to Review Pre-Registration for Foreign Stock Investors.” According to Lim, “The pre-registration system has been an obstacle on the operation …
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Belita Ong on Strategy, Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Yvonne Man on “Bloomberg Markets: China Open” about today’s markets. Ong speaks on the uncertainty of China stocks and Dalton significantly limiting its exposure to China. Watch the clip here.
Craig Mercer Unpeeling the Onion of Return on Equity
Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments, was back on the investing podcast, Shares for Beginners where he discussed return on equity. According to Mercer, “I would sort of characterize return on equity somewhat like …
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