Dalton Investments LLC (together with its affiliated entities, “Dalton”) supports the Japan Stewardship Code and its aim to promote the sustainable growth of investee companies through investment and dialogue with company management. Adoption of the Code is consistent . . . . . .
READ ARTICLEDalton Investments announced today that it claims compliance with the Global Investment Performance Standards (GIPS®), a rigorous set of investment performance measurement standards . . . . . .
READ ARTICLEAs volatility persists in the interest rate environment, structured mortgage-backed securities (“MBS”) backed by adjustable-rate mortgages look attractive to many investors. Take for example discounted senior floating rate securities backed by adjustable-rate . . . . . .
READ ARTICLEAlthough value investing is undergoing one of its periodic lapses in favor, Rosenwald knew it could beat the market over the long haul. He had only to point to nine of Graham's successful protégés, discussed by Buffett in an influential 1984 article titled, "The Superinvestors of Graham-and-Doddsville" . . . . . .
READ ARTICLEDalton Investments® today said that it was named Management Firm of the Year at the 2012 AsiaHedge Awards, held in Hong Kong on October 25. The AsiaHedge Awards recognize the best risk-adjusted returns . . . . . .
READ ARTICLEJapan has about 3,500 publicly listed companies, but David Baran thinks there really should be fewer than 2,500. A third of Japan's public companies, he says, would be better off privately owned and run. Baran, Tokyo-based co-CEO of the hedge fund Symphony Financial Partners, isn't the only one who believes that. Perennially slumping prices of . . . . . .
READ ARTICLEEmerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks. Emerging markets bonds have taken on some of the safe-haven status of their developed-markets cousins, while emerging markets equity performance has lagged that in developed markets . . . . . .
READ ARTICLEHold on for just a New York minute now and consider the powerfully serious message the bond market sent last week about the political dithering in Washington and in Europe’s capitals. “Pay attention folks,” as the investor Gifford Combs e-mailed me on Friday. “This is not a drill.” Here are the facts . . . . . .
READ ARTICLE“Do not accustom yourself to consider debt only as an inconvenience,” said Samuel Johnson. “You will find it a calamity." How – and, crucially, when – to deal with the ‘inconvenience’ of vast sums. . . . . .
READ ARTICLEDalton Investments, LLC, an SEC-registered investment management firm serving institutional and private clients, has re-launched its distressed-debt strategy after a three-year hiatus. Steven D. Persky, founder, managing partner and chief executive officer of Dalton, and Swaraj Chowdhury, portfolio . . . . . .
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