Dalton Investments Strategies

Dalton’s Asia and Global Emerging Markets equity strategies are managed by James B. Rosenwald III, co-founder of Dalton Investments and noted authority on Asia equity investment with over 43 years of experience. He is supported by multi-cultural, multi-lingual analyst teams located in Los Angeles, Las Vegas, New Yok, Hong Kong, Tokyo, Mumbai and Sydney, and three dedicated Asia traders. Dalton follows a disciplined value investment process to identify good businesses trading at a significant discount to intrinsic value and whose management share an alignment of interest with shareholders.

• Japan Equities
  Dalton’s Japan strategy invests in equity and equity‐related securities of listed Japanese companies.
• Pan Asia Equities
  Dalton’s Pan Asia strategies seek opportunities across the Asia-Pacific region.
• Indian Equities
  Dalton’s Indian strategy invests opportunistically throughout India.
• Korean Equities
  Dalton’s Korean strategy actively seeks out investment opportunities in Korea where engagement with management helps to unlock value.
• Global Emerging Markets (GEM) Equities
  Dalton’s GEM strategies invest in equity and equity‐related securities of listed companies based in, our deriving their value from, emerging market economies.
• Global Equity Long/Short Strategy
  Description | Performance | Newsletters
  A tax-efficient long/short global equity strategy that seeks to hold a diverse group of well managed undervalued companies, while hedging overall portfolio risk through opportunistic short sales of shares that are overvalued and by holding cash.
• Global Long Only Strategy
  Separately managed global equity portfolios managed within investor guidelines.
• Concentrated Pacific Rim Equity Strategy
  Description | Performance | Newsletters
  The concentrated strategy seeks to produce attractive risk-adjusted returns by investing in companies capturing the unique growth opportunities in the “Pacific Rim” region (primarily North America and Asia Pacific).