Dalton Investments, INC.

Fee-Only (% of Portfolio)

Dalton Investments manages investments for institutional clients and commingled funds. Dalton focuses on Asian and global equity securities, seeking less crowded markets. Investment strategies may include long and short positions, margin borrowing, and investments in illiquid securities. Dalton also serves as a sub-advisor to UCITS funds.

Assets Under Management$4.1B
Clients39
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Dalton Investments manages investments primarily for institutional clients and commingled funds, not individual investors. Management fees for commingled funds typically range from 0.5% to 1.5% per year, calculated as a percentage of assets under management. Some accounts and funds also have performance-based compensation.

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Dalton Investments, INC. | TrueAdvisor