Dalton in the News

Dalton Cautious On South Korean IPOs

March 25, 2021, James Lim, Senior Research Analyst at Dalton Investments, was recently featured on CNBC discussing initial public offering (IPOs) valuations in South Korea and specifically how many recently listed stocks see a significant price jump due to investor …
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Ample Opportunity for Increased M&A Activity in Japan

March 5, 2021, Belita Ong, Chairman at Dalton Investments, was recently featured on “Bloomberg Markets,” discussing her views on Japan and Asia equity markets. Ms. Ong highlighted that after six years of government-supported corporate governance reform in Japan, there has …
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South Korean Stock Market Has Been ‘Abandoned’

February 18, 2021, James Lim, Senior Research Analyst at Dalton Investments, was recently featured on Bloomberg discussing opportunities in Korean equities, noting that “Korea has been an abandoned market for a long time” and that overall valuations remain reasonable despite …
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India’s Stock Market Brushes Off Rocky Vaccine Rollout. Here’s Where Managers Are Looking.

January 22, 2021, Venkat Pasupuleti, Co-Portfolio Manager for India at Dalton Investments, was recently quoted in Barron’s, discussing how Covid has impacted India’s stock market. “The stock market is skewed toward companies that benefit from the crisis,” Pasupuleti says. Dalton …
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Belita Ong Shares Her Outlook For 2021 on Bloomberg Radio

Belita Ong, Chairman at Dalton Investments, discusses economic outlook for 2021 along with market opportunities found in Asia with Rishaad Salamat and Doug Krizner on Bloomberg Daybreak Asia. Listen to the clip here.

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Hedge Fund Journal Recognizes Sarah Alfandari Among Fifty Leading Women in Hedge Funds

Dalton Investments is proud to announce that Sarah Alfandari, Chief Executive Officer, has been featured in The Hedge Fund Journal’s “50 Leading Women in Hedge Funds 2020,” which recognizes inspiring women who are making a mark within the hedge fund …
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Sustainable Investment Philosophy

November 4, 2020 Dalton Investments LLC (“Dalton”) previously made the decision to formalize and publish its Sustainable Investment policy on March 18, 2018, amended as of November 14, 2019, to incorporate the UN Principles for Responsible Investment, on January 1, …
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Dalton Renews Commitment to Japan Stewardship Code

September 2020 Dalton Investments LLC (together with its affiliated entities, “Dalton”) supports the Japan Stewardship Code and its aim to promote the sustainable growth of investee companies through investment and dialogue with company management. Adoption of the Code is consistent …
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US Investor Interviews Japan’s Next Government Will Have Stock or High Price

September 8, 2020 Jamie Rosenwald, Senior Asia Portfolio Manager at Dalton Investments LLC, recently appeared on TV Tokyo. The interview discusses Mr. Rosenwald’s point of view on Japanese stocks, in light of Prime Minister Abe’s announcement of resignation last month. …
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Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar

September 1, 2020 Jamie Rosenwald, Senior Asia Portfolio Manager at Dalton, was recently quoted in Reuters regarding Warren Buffets $6.2 billion investment into Japan’s five largest trading houses.   Rosenwald notes that Buffet got a bargain “at laughably low valuations on …
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