News & Insights

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 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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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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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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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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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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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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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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August 31, 2020 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 …
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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 is a signatory) argues that the proposal fails to …
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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 them in the following three corporate governance expectations: (1) effective capital allocation, (2) …
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Belita Ong, Chairman of Dalton Investments, recently spoke with Haidi Stroud-Watts and David Ingles on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. View the clip here.

Belita Ong, Chairman of Dalton Investments, recently spoke with Bryan Curtis and Rishaad Salamat on “Bloomberg Radio” to discuss the latest on the markets. Listen to the clip here.

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to Secom Co. to buyback JPY 180 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the presentation …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to TOA Corp. to buyback JPY 2.7 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the presentation …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to House Foods Group to buyback JPY 28 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the …
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SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issues the following presentation publicly sharing its shareholder proposal to Rinnai Corp. to buyback JPY 50 billion or approximately 10% of the company’s outstanding shares. The Japanese version of the presentation …
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Belita Ong, Chairman of Dalton Investments, recently spoke with Bryan Curtis and Rishaad Salamat on “Bloomberg Radio” to discuss the latest on the markets. Listen to the clip here.

Belita Ong, Chairman of Dalton Investments, recently spoke with Shery Ahn and Haidi Stroud-Watts on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. View the clip here.

In a public letter, the foreign market participants contacted the Ministry of Economy, Trade, and Industry (METI), Financial Services Agency (FSA), and the Japan Exchange Group (JPX) to advocate for greater board independence and diversity across corporate Japan’s boardrooms.  The …
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