Gifford Combs ' Dalton Investments is a reputable investor with a focus on the finance sector, although the hedge fund has stakes in other industries, including technology and services. According to the fund's 13F filing with the U.S. Securities and Exchange Commission for the period of June 30, 2015, it had an equity portfolio value of $322.95 million, down slightly from $323.79 million at the end of the first quarter.