Global Equities
Dalton’s Global team, led by James B. Rosenwald III, constructs portfolios from the bottom-up, using the best stock ideas from across the globe.
- Global Equity Long/Short Fund
A risk-averse, global, long/short equity fund that builds portfolios using strict business valuation disciplines and strives to own a diverse group of well-managed, undervalued companies that exhibit strong economic characteristics, while hedging overall portfolio risk through holding cash and by opportunistic short sales of shares that are overvalued.
- Global Long Only Strategies
Separately managed global equity strategies managed within investor guidelines.
- Concentrated Pacific Rim Equity Strategy
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).