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 12/31/18. The fund's latest filing disclosed 186MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/18. The fund's latest filing disclosed 186MM in positions, representing 5% of the manager's regulatory AUM.
DALTON INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DALTON INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBN | 12.54% | Financials | 7.68% | 0.35% | 1 | 2% | ||
| TRQ | 11.99% | Materials | 0% | -0.91% | 3 | 3% | ||
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FEATURED IN
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
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
DALTON INVESTMENTS Investment Strategy
DALTON INVESTMENTS Portfolio Concentration
DALTON INVESTMENTS Location
1601 CLOVERFIELD BOULEVARD
SUITE 5050 N
SANTA MONICA, California
UNITED STATES, 90404
SUITE 5050 N
SANTA MONICA, California
UNITED STATES, 90404
DALTON INVESTMENTS Contact Information
Phone Number: 424 231 9100
Fax Number: 424 231 9050
Website: null
Fax Number: 424 231 9050
Website: null
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