Dalton Insights
Russia Update from Dalton Investments
In recent days, Russia’s invasion of Ukraine has shocked the world, has led to international condemnation and has resulted in material stock market volatility. In this short update, Dalton Investments (“Dalton” or “we”) considers the direct and indirect impact of …
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Launch of Longchamp Dalton Global Emerging Markets UCITS Fund
Dalton is delighted to again be partnering with Longchamp Asset Management on the launch of a new UCITS fund, the fourth such collaboration between the two firms. Please see the press release for more details Dalton Investments serves as the …
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Top of mind at Dalton Investments – Private Equity Gears Up for the Siege of Japan Inc.
June 30, 2021 According to Jackie Wong at The Wall Street Journal and Prequin, Private-equity firms have built a large war chest to target Japanese companies, sitting on $14.9 billion of cash, ready to snap up cheap Japanese firms. The …
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This Week’s Media Coverage
May 6, 2021 In this week’s issue of a monthly magazine, there is an article about TENMA CORPORATION, in which Dalton Investments (“Dalton”) serves as a major shareholder on behalf of the accounts under Dalton’s discretionary management. The article introduces …
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Dalton Investments becomes signatory to Climate Action 100+
August 31, 2020 Dalton Investments has become a signatory to Climate Action 100+, which is an investor initiative to ensure that the world’s largest corporate greenhouse gas emitters take necessary action on climate change. Through this initiative, more than 450 …
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Dalton supports Principles for Responsible Investment (PRI) response to Department of Labor (DOL) environmental, social and governance (ESG) rule proposal
On June 23, 2020, the Department of Labor issued a rule proposal aimed at formalizing and updating DOL’s interpretation of ERISA fiduciaries’ obligations regarding ESG integration. The PRI (to which Dalton is a signatory) argues that the proposal fails to …
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CEO Announcement
Dalton Investments (Dalton) is delighted to announce the appointment of Sarah Alfandari as its new Chief Executive Officer. Dalton has had a close relationship with Sarah in her capacity as co-founder of Longchamp Asset Management (Longchamp), Dalton’s European distribution partner, …
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Update on Korea
Dalton Investments (“Dalton”) continues to believe that there is a compelling long-term opportunity for investors in Korea, due to the country’s very low valuations and improving corporate governance and capital allocation practices. As an engaged investor, Dalton believes that it …
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Why is ESG important in emerging markets?
Dalton Investments LLC (“Dalton” or “we”) utilizes a value investment approach that seeks to invest in companies with sound, sustainable businesses, operated by managements whose interests are aligned with shareholders. Client portfolios are built one security at a time; each …
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South Korean Opportunity
South Korea is a small but densely populated Asian country (roughly one quarter of the area of Japan, with 52 million people, of which 20 million are in the greater Seoul area alone). It has a per capita GDP of …
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