DALTON INVESTMENTS Overview

Dalton Investments Llc is a hedge fund that manages 3.5 BN dollars in regulatory AUM and has 30 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 248MM in positions, representing 7% of the manager's regulatory AUM.

DALTON INVESTMENTS StockAlpha

-12.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

DALTON INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TRQ 12.71% Materials 12.46% 0.95% 9 3%
BRK.B 11.73% Financials 10.33% -0.53% 0 28%
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FEATURED IN
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DALTON INVESTMENTS Founders and Key Employees

Name Title In Position Since
Steven D. Persky Managing Member, Dalton Investments, Llc February-1998
James B. Rosenwald Managing Member, Dalton Investments Llc February-1998
F G. Combs Executive Managing Director, Dalton Investments Llc October-1998
Belita S. Ong Chief Executive Officer, Dalton Investments Llc April-2011
Art Hebert Chief Financial Officer, Dalton Investments Llc June-2004
Michelle Lynd General Counsel, Chief Compliance Officer, Dalton Investments Llc, Rosenwald Capital Management Inc. And Persky Financial Manage October-2011
James B. Rosenwald President, Rosenwald Capital Management Inc. (Relying Advisor) May-1984
James B. Rosenwald Jr. Director, Rosenwald Capital Management Inc. (Relying Advisor) May-1984
Steven D. Persky President, Persky Financial Management, Inc. February-1998

DALTON INVESTMENTS Brokers, Custodians, Auditors and Administrators

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DALTON INVESTMENTS Investment Strategy

DALTON INVESTMENTS Portfolio Concentration

DALTON INVESTMENTS Location

1601 CLOVERFIELD BOULEVARD
SUITE 5050 N
SANTA MONICA, California
UNITED STATES, 90404

DALTON INVESTMENTS Contact Information

Phone Number: 424 231 9100
Fax Number: 424 231 9050
Website:

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