Engagement in Japan

On April 22, 2026, Anicom Holdings, Inc. formally announced that it has nominated Dalton Investments’ Director of Research, Shiro Hayashi, as a candidate for Outside Director of the company. The nomination will be submitted for shareholder approval at Anicom’s 26th …
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Dalton Investments has submitted three shareholder proposals to Yakult Honsha Co., LTD (“Yakult”) aimed at enhancing the corporate value of the company.  The shareholder proposals include: 1) Election of Two Outside Directors; 2) Increase of Restricted Stock Compensation; and 3) …
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Dalton Investments announces that it has submitted a proposal aimed at further enhancing the corporate value of Senko Group Holdings (“Senko”) and is publishing materials explaining the details of the proposal. Senko possesses strong competitive advantages in its core logistics …
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Based on Ezaki Glico’s disclosed voting results and approval ratios from the Annual General Meeting of Shareholders, we are issuing our views on the outcomes of this AGM, including the shareholder proposals submitted by Dalton Investments. The voting results and …
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Proxy advisory firm Institutional Shareholder Services (ISS) has recommended voting in favor of several shareholder proposals submitted by Dalton Investments to Ezaki Glico Co., Ltd., including proposals regarding the election of directors, the acquisition of treasury shares, and the expansion …
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Dalton Investments was recently featured in the Harvard Law School’s Forum on Corporate Governance as part of The 2025 Activist Watchlist, which highlights Diligent Market Intelligence’s ranking of the most prolific activists. Dalton ranked #7, reinforcing its position as one …
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December 2025 – Dalton Investments intends to submit proposals to its Japanes portfolio companies, beginning with this June’s AGM season, to amend their Articles of Incorporation to change the record date for the Annual General Meeting of Shareholders. The purpose …
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On February 13, 2026 Ezaki Glico announced a JPY 25 billion share buyback (7.23% of its outstanding shares) and indicated that all repurchased shares will be cancelled. While this is a positive step, it falls short of the 10% buyback …
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Fuji Media Holdings (“FMH”) announced on February 3, 2026 that it will proceed with the restructuring of its real estate business to focus on its core business, the media and content business. We believe this is a courageous and highly …
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In an interview with Nikkei, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III said the firm plans to submit shareholder proposals at Fuji Media Holdings’ upcoming AGM, calling for a 10% share buyback, the spin-off of the company’s …
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