Dalton Insights
President Yoon Focuses on the “Korea Discount”
Senior Research Analyst, explains the “Korea Discount” in his recent commentary. Despite the high quality of many Korean companies, the “Korea Discount”, which is primarily due to historical concerns around corporate governance and capital allocation, presents the beginnings of a …
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Korea – The Next Great Asian Value Opportunity
After many years of being labelled as an eternal “value trap,” the Japanese equity market has emerged as an investment hotspot in 2023. In a world of high equity market valuations and record levels of corporate leverage, investors have rightly …
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Dalton Investment Team Launches New Weekly Radio Show Focused on Corporate Engagement in Japan
Dalton Investments launches “Investor’s Sunday” radio show in partnership with Tokyo’s InterFM. Join hosts Masumi Nishida (Senior Research Analyst, Dalton Investments), Yuko Ezure (Economic Newscaster), and special guests every Sunday morning as they dive into topics including investments in Japan, …
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Join RisCura’s Exclusive Launch Webinar on Stewardship in India: practices in the world’s most populous country
Join RisCura as they unveil their third installment in the Moving the Needle series. The report explores the state of stewardship at India investment managers, shedding light on their proxy voting and engagement. Gain invaluable insights into: And much more… Register for …
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Price-to-Book is Back
The Tokyo Stock Exchange (TSE) has recently announced plans to continue its efforts in pushing for corporate governance reform by setting hard deadlines for listed companies that it considers to be non-confirming to existing listing standards to now disclose actions …
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Japan – A “two-way” investment star?
Japanese Prime Minister, Kishida, discussed Japanese companies’ structural improvements and future growth opportunities during his speech on September 22nd. Dalton viewed Kishida-san’s speech as highly positive for investors in Japan. While we understand the deeply skeptical attitude held by many …
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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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