Insights

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 a view to the effect that: “Due to the close relationship between Mr. Hiroshi . . .

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 investors with over $40 trillion in assets . . .

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 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, dating back to Longchamp’s founding . . .

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 has the ability (alongside other local and international activists) to drive . . .

Many foreign investors for years have been discouraged from investing in the South Korean stock market despite its valuation discount vs. other equity markets. Significant changes, however, are underway in the country, that might help create attractive long-term investment returns for . . .

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 security being selected on its own merits, through rigorous bottom-up . . .

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 approximately $30,000, the 27th highest in the world. The country enjoys strong economic health, with one of the lowest government debt/GDP . . .

China is a fertile market for finding the types of entrepreneurial companies that Dalton seeks to partner with. Using the internet sector as an example, China went from having two global leading companies (of the top twenty global internet companies by market value) to nine in just five years . . .

Dalton Investments LLC (“Dalton”) announced today that Craig Mercer, through his company Dalriata Pty. Ltd, has entered into a consulting relationship with Dalton and will act as an environmental, social, and governance (ESG) specialist. In this role, Mercer will continue building out the firm’s sustainable . . .