{"id":18,"date":"2015-12-19T15:08:47","date_gmt":"2015-12-19T23:08:47","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?page_id=18"},"modified":"2024-09-16T09:19:30","modified_gmt":"2024-09-16T16:19:30","slug":"history","status":"publish","type":"page","link":"https:\/\/dev.darsky.com\/dalton\/our-firm\/history\/","title":{"rendered":"History"},"content":{"rendered":"

History<\/h1>\n

Established in 1999 to pursue opportunities arising from the Asian financial crisis, Dalton continues to follow a disciplined, globally opportunistic investment philosophy, seeking opportunities in Asia and Global Emerging Markets equity strategies. Key events in Dalton\u2019s history include:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
YEAR<\/th>\nHISTORICAL TIMELINE<\/th>\n<\/tr>\n
1996<\/td>\nJames B. Rosenwald III accepts long-only Asia mandates for two large institutions that remain clients today.<\/td>\n<\/tr>\n
1998<\/td>\nJames B. Rosenwald III seeds Gifford Combs to manage Pacific and General Investments.<\/td>\n<\/tr>\n
1999<\/td>\nDalton LLC established in California by James B. Rosenwald III, Gifford Combs and Steven Persky.<\/td>\n<\/tr>\n
2001<\/td>\nChairman Belita Ong joins Dalton.<\/td>\n<\/tr>\n
2001<\/td>\nA research presence in Tokyo, Japan was established through an affiliate of Dalton.<\/td>\n<\/tr>\n
2013<\/td>\nDalton first taps the UCITS space.<\/td>\n<\/tr>\n
2015<\/td>\nDalton becomes a signatory to the Japan Stewardship Code.<\/td>\n<\/tr>\n
2015<\/td>\nDalton becomes GIPS-verified.<\/td>\n<\/tr>\n
2017<\/td>\nDalton becomes a signatory to the Korean Stewardship Code.<\/td>\n<\/tr>\n
2019<\/td>\nDalton Investments, Inc. is incorporated in the State of Nevada and registered with the SEC.<\/td>\n<\/tr>\n
2019<\/td>\nDalton opens a research office in Mumbai, India.<\/td>\n<\/tr>\n
2019<\/td>\nDalton joins Principles for Responsible Investments.<\/td>\n<\/tr>\n
2020<\/td>\nDalton opens a research and client service office in Sydney, Australia.<\/td>\n<\/tr>\n
2020<\/td>\nSarah Alfandari joins Dalton as Chief Executive Officer and President.<\/td>\n<\/tr>\n
2021<\/td>\nDalton opens a research office in Hong Kong.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

History Established in 1999 to pursue opportunities arising from the Asian financial crisis, Dalton continues to follow a disciplined, globally opportunistic investment philosophy, seeking opportunities in Asia and Global Emerging Markets equity strategies. Key events in Dalton\u2019s history include: YEAR \u2026
read more ><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8,"menu_order":158,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-18","page","type-page","status-publish","hentry","wpautop"],"yoast_head":"\nHistory - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/our-firm\/history\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"History - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"History Established in 1999 to pursue opportunities arising from the Asian financial crisis, Dalton continues to follow a disciplined, globally opportunistic investment philosophy, seeking opportunities in Asia and Global Emerging Markets equity strategies. 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