Dalton Investments, Inc. is a global investment management firm founded in 2019 as a successor to Dalton Investments LLC, which originally opened in 1999. Headquartered in Los Angeles, California, with multiple international offices, the firm focuses on disciplined, value-oriented investment strategies. Dalton Investments, Inc. primarily targets less crowded market areas with the objective of generating positive long-term returns on an absolute and relative basis, emphasizing capital preservation and long-term growth. The firm manages assets across several strategies, including Asia equities, Emerging Markets equities, and Global equities, alongside sustainable and environmental, social, and governance-focused investing. Dalton Investments, Inc. provides discretionary investment advisory services primarily to institutional clients—such as pension plans, charitable organizations, and endowments—as well as commingled funds, private funds, and master-feeder structures. Investors in these commingled funds typically include high-net-worth family offices and individuals who meet accredited investor and qualified purchaser requirements. Additionally, Dalton Investments, Inc. acts as a sub-adviser or delegated investment manager for European Union-based UCITS funds and Japanese pooled investment vehicles. The firm also engages in corporate engagement strategies, occasionally seeking to influence portfolio companies to enhance long-term shareholder value.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard management fees typically range from 0.5% up to 1.5% per annum for funds, while separately managed account fees are subject to negotiation. Certain funds also charge a 20% performance-based allocation.