Dalton Investments, Inc.

§01

基本情報

BASIC

所在地
社長: James B. Rosenwald III
資本金
従業員数(単独)
従業員数(連結)
開始日: 1999-01-01
終了日

§02

サイト

1 DOMAINS

https://www.daltoninvestments.co.jp/

§03

事業内容

5

Investment managementValue investingCapital preservationInvestment ManagementShareholder Engagement

§04

沿革

2 EVENTS

1999年

Established in 1999 to pursue opportunities arising from the Asian financial crisis, Dalton continues to follow a disciplined, globally opportunistic investment philosophy, seeking opportunities in Asia and Global Emerging Markets equity strategies.

1999年

In 1999, Rosenwald established Dalton with the aim of pursuing investment opportunities following the Asian financial crisis.

§07

ニュース

14 ARTICLES

2026-10-05

Darton Investment Sends Shareholder Proposal to Cultural Shiyatta ↗

Rising Sun Management, a subsidiary of Darton Investment, sent a letter to Cultural Shiyatta Co., Ltd. explaining a shareholder proposal that is scheduled to be submitted at the 2027 regular shareholders' meeting. The proposal is that Cultural Shiyatta acquire shares equal to 5% of its total issued shares and grant those shares to all full-time employees as restricted shares worth 500,000 yen each. The proposal claims that it will promote employee share ownership and contribute to operational improvement and corporate value enhancement.

2026-10-05

Darnton affiliate sends shareholder proposal letter to Kankaku Shiyatta ↗

Rising Sun Management, a subsidiary of Darnton Investments Inc., sent a letter explaining a shareholder proposal that is scheduled to be submitted at the 2027 regular shareholders' meeting to Kankaku Shiyatta Co., Ltd. The proposal involves Kankaku Shiyatta acquiring shares equivalent to 5% of its total issued shares and granting those acquired shares to all full-time employees as restricted shares worth 500,000 yen each. The proposal aims to promote employee share ownership and contribute to operational improvement and corporate value enhancement.

2026-09-10

Dalton Investments Sends Yakult Proposal to Enhance Corporate Value ↗

Dalton Investments sent a letter to Yakult Honsha’s Corporate Value Enhancement Committee. It recommends stronger capital allocation discipline centered on ROIC; reviews of growth investment and the business and asset portfolio; an appropriate balance-sheet structure; stronger governance; and closer dialogue with capital markets. The full letter and reference materials are available at the linked page.

2026-09-10

Dalton Investments Sends Yakult Proposal to Enhance Corporate Value ↗

Dalton Investments sent a letter to Yakult Honsha’s Corporate Value Enhancement Committee proposing stronger capital allocation discipline centered on ROIC, a review of its business and asset portfolio, and stronger governance. The letter also sets out specific recommendations on optimizing growth investment, structuring the balance sheet, and improving dialogue with capital markets.

2026-06-24

Glass Lewis Recommends Voting Against Aska Pharmaceutical's Proposal No. 11 ↗

Glass Lewis recommended voting against Aska Pharmaceutical Holdings' Proposal No. 11, which seeks shareholder approval for conditional measures to counter a tender offer. The recommendation cites governance concerns.

2026-06-23

Dalton Investments Proposes Outside Directors at Eiken Chemical ↗

Nippon Active Value Fund proposed two outside director candidates at Eiken Chemical's shareholder meeting. Eiken has strong fecal occult blood testing technology but faces challenges in expanding overseas and accelerating its growth strategy. The proponents aim to make board discussions more efficient and decisions faster.

2026-06-17

Glass Lewis Recommends Against Kultura Shutter Proposal No. 4 ↗

Glass Lewis recommended voting against Proposal No. 4 at Kultura Shutter. The proposal seeks shareholder approval for measures to counter a possible tender offer by Dalton. Glass Lewis raised concerns about the justification for the defensive measures and the adequacy of the explanation.

2026-06-10

Glass Lewis Recommends Against Aska Pharmaceutical Proposal No. 11 ↗

Glass Lewis recommended voting against Proposal No. 11 at Aska Pharmaceutical Holdings. The proposal concerns defensive measures against a possible tender offer by Dalton and others. Glass Lewis raised concerns about whether the measures are necessary and reasonable.

2026-06-08

Dalton Investments Submits Shareholder Proposal to Eiken Chemical ↗

Nippon Active Value Fund PLC proposed appointing two outside director candidates at Eiken Chemical's 88th annual general meeting. It also pointed to challenges in expanding overseas business and executing the company's growth strategy.

2026-06-04

Glass Lewis Recommends Against Kultura Shutter Proposal No. 4 ↗

Glass Lewis recommended voting against Proposal No. 4 at Kultura Shutter. The proposal seeks shareholder approval for measures to counter a possible tender offer by Dalton. Glass Lewis raised concerns about the design of the defensive measures and whether they were adequately explained.