Dalton Investments Expands Tokyo Office with New Marketing Team

LOS ANGLES, CALIFORNA AND TOKYO, JAPAN – Dalton Investments, a U.S. -based investment management firm specializing in Asian, Emerging Markets, and global equities, has announced the addition of a marketing team to its Tokyo office. This move complements its Japanese equity research team, which has been on the ground in Tokyo since 2000. The firm, which has offices in Las Vegas, Los Angeles, New York, Hong Kong, Sydney, and Mumbai, manages $4.4 billion (as of March 31, 2024) in actively managed long-only and long/short strategies for a diverse institutional client base that includes pensions, sovereign wealth funds, endowments, foundations and family offices. The firm is employee-owned, and its investment team is heavily invested alongside clients in the firm’s range of funds.

The new marketing team is expected to enhance Dalton Investments’ product development, tailoring the firm’s investment strategies for Japanese clients, refining its marketing strategies, and improving client service experience. This expansion signifies a step towards new growth and innovation for the firm and is driven by the firm’s conviction in the Japanese government’s efforts to encourage retail investor participation in the exciting changes underway in Japan.

The firm has appointed two professionals to its Tokyo marketing team. Mr. Hakusei Ko, who joins from TCW after working at various firms, including BNP Paribas Asset Management and Sompo Asset Management in Japan, brings over a decade of experience in mutual fund product development. His deep expertise and experience will undoubtedly enhance Dalton Investments’ product development strategy.

Mr. Tomohisa Yamaguchi, whose career commenced at Shinko Securities before tenures at Sompo Asset Management and TCW, brings over 15 years of experience in the development and promotion of mutual funds for individual investors. His experience will further strengthen Dalton Investments’ marketing strategy, and outreach to domestic Japanese investors.

James Rosenwald, Founding Partner and Chief Investment Officer, commented on the expansion:

“Over the past year, with the support of the Tokyo Stock Exchange and the government, the management teams of listed companies have begun to focus on cost of capital and the stock prices of their companies. However, these reforms are still in their early stages. For over 20 years, we have been promoting reform among listed companies through engagement. Now is the ideal time to further advance these efforts. We have established a marketing base in Japan because, as engagement specialists, we desire to promote corporate reform with the understanding and support of individual investors in Japan. With the introduction of the tax-exempt NISA accounts, we are confident that the efforts of Japanese investors can greatly contribute to the development of Japanese companies and, in turn, the Japanese economy.”

Sarah Alfandari, Partner and Chief Executive Officer, added:

“We have brought on board two seasoned professionals who have demonstrated solid experience and track records, and have built strong networks with Japanese clients. These two proven marketing professionals will be immensely valuable in our journey to participate in the Japanese renaissance, especially as we see exciting retail investor participation from the recently revamped NISA accounts.

We look forward to the continued growth of Dalton, which has been investing in the Japanese economy and equity market for more than two decades, with the contribution of these two talented and experienced professionals.”