MS Dalton Asia Pacific UCITS


Fund Strategy Equity Long / Short
Fund Geography Asia
Investment Advisor Dalton Investments
Portfolio Manager James B. Rosenwald III
Fund Currency EUR
Fund AUM €112m
Fund AUM (GBP) £97m
Fund AUM as of 05 April 2019
Fund Inception 17 July 2013
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

Markets are not always efficient: Opportunistically invest when Dalton’s analysis of intrinsic value is mismatched with current market prices

Invest with a margin of safety: Manage risk based on substantial market dislocations, while using limited borrowing

Focus on long-term: Focus on long-term performance rather than short-term market fluctuations to provide room for Dalton’s investments to compound at superior rates over time

Understand risk tolerance: Capital preservation is the first priority. Seek investment opportunities when Dalton believes that their analysis of current market valuations meet their requirements for a large margin of safety and potential significant upside.


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