Dalton Investments LLC

Dalton Investments LLC is a disciplined, globally opportunistic investment management firm with expertise in Asia and Global equities. The company manages $6.9 billion in actively managed long only and long/short strategies for pensions, endowments, foundations, financial institutions, and family offices. Their unique structure allows them to be nimble and insightful while maintaining stability through turbulent market environments.

The firm operates out of eight global locations including Tokyo, Seoul, Mumbai, Hong Kong, Sydney, Los Angeles, New York, and Las Vegas. They emphasize transparency and integrity as core values and seek long-term relationships with a select group of like-minded clients. Their on-the-ground research presence in local markets is a key part of their approach.

Dalton Investments LLC manages actively managed long only and long/short strategies for a variety of institutional and private investors. They believe in companies with strong fundamentals that offer strong upside with a substantial margin of safety. Capital preservation is stated as their highest priority in their operations.

Some reviewers say the team is very helpful, knowledgeable, and professional, often providing regular updates on investment portfolios. They also praise the user-friendly platform and personalized investment strategies tailored to individual needs. Many customers have been with the firm for several years and report achieving their financial goals.

Rising Sun Management, an affiliate of Dalton Investments, submitted a shareholder proposal to Bunka Shutter Co., Ltd. ahead of the company's upcoming AGM in June 2026. Additionally, Dalton sent a letter to Samsung Electronics urging it to concentrate share buybacks on its preferred shares. These actions demonstrate their active engagement in corporate governance and shareholder advocacy.

Registered users can access detailed descriptions of strategies and products, as well as quarterly and monthly newsletters. The firm offers a platform that provides regular updates on investment portfolios and allows users to register and log in for additional information. This engagement model helps clients stay informed about their investments.

The firm's website mentions that they have a disciplined and globally opportunistic approach to investing. They emphasize transparency and integrity as core values and seek long-term relationships with select clients. These principles guide their decision-making and client interactions.

Dalton Investments LLC has been operating since at least 2022, as evidenced by the Trustburn reviews from that year. They have established a presence in multiple international markets and continue to manage a significant portfolio of assets. Their history shows a consistent focus on disciplined and opportunistic investment strategies.

The firm's contact information includes specific phone numbers and email addresses for each of its eight global locations. For example, the Los Angeles office can be reached at +1 424 231 9100, and the Tokyo office at +81 3 5210 0039. These details allow clients to easily reach the appropriate regional team.

Some reviewers mention that the firm provides personalized investment strategies tailored to their needs, which helps them achieve their financial goals. Others appreciate the regular updates and advice given by the team. This level of customization and communication is a key factor in client satisfaction.

The firm's website highlights its expertise in Asia and Global equities, with a focus on companies with strong fundamentals. They also emphasize capital preservation as their highest priority. These specific areas of expertise define their investment approach and client targeting.

A common doubt for potential clients might be understanding how the firm's unique structure provides stability through turbulent markets. The firm addresses this by explaining their disciplined and globally opportunistic approach. This clarity helps potential clients feel confident in their investment decisions.

The official website of Dalton Investments LLC is daltoninvestments.com.

On Trustburn, Dalton Investments LLC has a rating of 4 out of 5 based on 6 reviews.