Tages Dalton – Global emerging markets long/short equity
The Fund runs a global emerging markets equity strategy and is managed in partnership with California-based, Dalton Investments LLC. Dalton is a value-focussed investment management firm with particular expertise in Asia and emerging markets. The Fund offers investors access to Dalton’s extensive resources and experience in emerging markets in a long/short format within UCITS guidelines.
The Fund manages a portfolio of long and short GEM equity positions targeted at limiting risk while seeking to provide superior long term returns. Dalton is distinguished by its long term approach to investment using a disciplined process. They seek to identify superior businesses trading at a significant discount to intrinsic value where management and business owners, as well as their minority shareholders, share an alignment of interest.