Dalton in the News
Craig Mercer on Investing Lessons from Everyday Life
Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia), was recently on the investing podcast, Shares for Beginners. According to Mercer, “volatility is not risk. Risk is losing your money or the permanent impairment of capital …
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Belita Ong on Markets and Strategy
Belita Ong, Chairman of Dalton Investments, was recently on “Bloomberg Daybreak: Asia,” speaking about today’s markets. In particular, Ong likes the Japan and India markets, Korea financial and tech stocks and is currently underweight China. Above all, Dalton invests in …
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Dalton Investments urges SK to focus on share buybacks in letter to management and directors
Dalton Investments’ letter to SK Inc.’s board of directors was recently highlighted in a Korea Economic Daily article. In the letter, Dalton urges SK to focus on buybacks and treasury stock cancelations over increased dividends. According to Dalton, “the market …
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Dalton Investments Issues Letter to Board of Directors and the Management of SK Inc.
SANTA MONICA, Calif.– Dalton Investments issued the following letter to the directors of SK Inc. (034730.KS) to encourage management to focus on increased share buybacks and cancelling of repurchased shares. Letter to the Board of Directors and the Management of …
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Longchamp Dalton India UCITS Fund Awarded Best Performing Fund
On March 18, 2022, the Hedge Fund Journal announced the winners of the 2022 UCITS Hedge Fund Journal Awards, which included the Longchamp Dalton India UCITS Fund. The Longchamp Dalton India UCITS Fund was awarded Best Performing Fund in 2021 …
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James Lim on Yoon’s Pro-Business Stance
James Lim, senior research analyst at Dalton Investments, shares his view that South Korean president-elect Yoon Suk-yeol’s pro-business stance will be welcomed by investors. Yoon has spoken about removing the capital gains tax in Korea and corporate governance improvement, both …
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Belita Ong on Global Markets, Bloomberg
Belita Ong, Chairman of Dalton Investments, discusses her global market outlook . In particular, Ong highlights Dalton’s cautious outlook on China, and more bullish stance on Japan. According to Ong, Japanese valuations have become increasingly attractive. View the link.
James Lim on South Korean, Japanese and Chinese Stocks, Bloomberg
James Lim, senior research analyst at Dalton Investments, shares his views on South Korean, Japanese and Chinese stocks. Dalton is optimistic on the chip shortage in South Korea and positive on Japan as corporate reforms continue. Watch the clip here.
Hedge Fund Dalton Says Both Sides at Fault in Shinsei-SBI Fight
Jamie Rosenwald, CIO of Dalton Investments, was recently highlighted in a Japan Times article discussing the current takeover fight between Shinsei Bank Ltd. and SBI Holdings Inc. Mr. Rosenwald was quoted stating: “Neither side has given a convincing argument for …
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Belita Ong on Asian Markets, Bloomberg
Belita Ong, Chairman of Dalton Investments, discusses her market outlook for the Japanese, Korean, and Taiwanese markets on Bloomberg Daybreak: Asia. “We believe there is a lot of upside in Japan because of reasonable valuations, good companies, and much more …
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