Dalton in the News

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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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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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, 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, 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, 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.

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, 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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James B. Rosenwald, III, Chief Investment Officer of Dalton Investments, had a Q&A session with Nikkei Shinbum, and his insights were featured in a Nikkei article on October 15, 2021 (Japan time).  In particular, Mr. Rosenwald discussed that corporate governance …
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Venkat Pasupuleti, Co-Portfolio Manager for the India Strategy at Dalton Investments, was recently quoted in Barron’s discussing India’s stock market rally and Indian tech stocks with high valuations. According to Pasupuleti, he “prefers the relative safety of large financials like …
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