Asia Long Only Strategy

Asia Equities
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NEWS

Dalton Investments’ engagement with Korean company TK Corp (Taekwang) was featured in leading Korean business newspaper Maeil Business Newspaper

Posted March 17, 2026

Following engagement from Dalton, the company announced an increase in its shareholder return (buybacks and dividends) to 45% of net income per annum for the next three years, marking a significant increase from the 30% shareholder return outlined…

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INSIGHTS

Asian Owner-Operators and the AI Inflection Point

Posted April 28, 2026

The shift to “agentic” AI, meaning AI that can act — not just respond – means we have reached a major inflection point. Rather than simply answering questions, an agentic AI system can independently plan and carry out complex, multi-step tasks in the real world…

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ENGAGEMENT IN
JAPAN

Glass Lewis Recommends Voting AGAINST Aska Pharmaceutical Holdings’ Proposal No. 11

Posted June 15, 2026

Glass Lewis Recommends Voting AGAINST Aska Pharmaceutical Holdings’ Proposal No. 11 June 15, 2026 Dalton Investments welcomes the recommendation by Glass Lewis & Co. (“Glass Lewis”), the independent proxy advisory firm, that shareholders vote AGAINST Proposal No. 11 at the . . .

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