Asian and Indian equity specialists
About Dalton
With 30 years experience managing equities in Asia, Dalton believe Asian markets provide a wide array of opportunities to add value to client portfolios from a regional or country specific perspective. Their ethos is to provide investors with truly active portfolios and a differentiated return stream. In 2023 they raised ~ $1Billion across specific Japan & India strategies. They have decades of experience navigating the complex markets of the region including a strong focus on activism in Japan. They have been managing portfolios for some of the worlds largest and most sophisticated pension plans, E&F's, and family offices for decades. Their value focused, ESG and activist approach has provided them with a long and successful track record in the region.
People
The firm is independently owned by its senior executives and investment professionals, and its investment team invest in the firm’s strategies alongside clients. Dalton is a rich and diverse investment organization with a range of cultures, languages, and backgrounds (40% of the Management Committee are female, 17 nationalities are represented, and 17 languages Spoken)
Investment Philosophy
Dalton are value investors that invest in good companies that offer a margin of safety. They look for a clear growth path, strong cash flows and balance sheets. Dalton focus on ESG best practices and seek a material discount to intrinsic value and a strong focus on alignment of interest between the owner/operator, minority shareholders and executive teams.
