Global Asset Management Expertise Dalton Investments manages a substantial $4.5 billion in active long-only and long/short strategies across global equities and emerging markets, indicating a strong client base among institutional investors such as pensions, endowments, and foundations. This expertise presents opportunities to offer tailored financial products and advisory services aligned with their investment approach.
Focus on Emerging Markets With a dedicated presence in key regions like Asia, including offices in Tokyo, Hong Kong, Seoul, and Mumbai, Dalton has deep market penetration in emerging markets. Sales efforts could target regional research tools, market intelligence, and technology solutions that enhance their regional investment strategies.
Interest in Technology and Innovation Dalton's recent attendance at the Salesforce annual conference and discussions around AI suggest a keen interest in technology-driven insights. Offering AI-enabled analytics, investment management software, or data solutions could align well with their strategic initiatives.
Recent Investment Moves The firm’s recent investments in SK Inc., ExlService, and Acacia Research demonstrate a preference for diversified, value-oriented assets. Services related to asset due diligence, portfolio analytics, or sector-specific research could support their ongoing investment activities.
Growth and Expansion Opportunities Dalton has launched new funds, including a long/short fund on the Tages Capital Ucits platform and a global emerging markets UCITS fund, indicating ongoing expansion. This growth creates opportunities for fund administration, compliance technology, marketing services, and investor reporting solutions to support their scaling operations.