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 41 years of experience. He is supported by multi-cultural, multi-lingual analyst teams located in Los Angeles, Tokyo, Hong Kong, Sydney and Mumbai, and two 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.
- 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.
Dalton’s Global Equity strategies are managed by Gifford Combs, a founding member of Dalton with more than 39 years of experience as a bottom-up, value investor. Using strict business valuation discipline, the Global Equity strategies invests on a global basis, seeking out the best opportunities in any country with a legal system with which Dalton feel comfortable. Returns are generated by taking concentrated, tax-efficient positions with little turnover and limited use of leverage.
- 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.