Engagement in Japan

Masumi Nishida, a partner at Dalton Investments, had his radio show featured on Asia Nikkei. His “Investor’s Sunday” program on the popular InterFM network invites a guest every week to talk about the world of high finance, including shareholder activism and private equity investment . . .

London / Tokyo, 30th May 2024: Dalton affiliate Rising Sun Management (“RSM”) has sent a letter to the management of Fuji Media Holdings (“FMH”) recommending the immediate launch of a ‘friendly’ leveraged management buyout (MBO) for all the outstanding shares in FMH . . .

SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Toyota Industries Corporation (6201.T) regarding the withdrawal of Dalton’s shareholder proposals and highlighting areas of improvement for the firm’s “Corporate Value Enhancement . . .

LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments has made a public statement that it will vote for all shareholder proposals put forward by activist investor Nihon Global Growth Partners for Toyo Susian to increase its efforts to improve shareholder value. Dalton . . .

Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment Officer at Dalton . . .

Corporate governance is on the rise in Japan, and Dalton Investments was recently highlighted in Bloomberg as an activist investor to pay attention to in 2024. Nippon Active Value Fund and Dalton Investments, both overseen by investor Jamie . . .

James Rosenwald, Chief Investment Officer of Dalton Investments, was recently featured in Nikkei Asia. Rosenwald has advice for Japanese companies for improving capital efficiency including increasing the number of outside directors and managing balance sheets to take advantage of . . .

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments (“Dalton”) issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following two corporate governance . . .

The Tokyo Stock Exchange (TSE) continues to push forward on its ongoing reform efforts to hold Japanese management teams accountable for their stock price valuations. The attached white paper addresses the most recent reform agenda items from the TSE, most notably that companies . . .

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to continue to engage . . .