Oasis in the news

Any examples of strategies, trade ideas, or case studies are intended for illustrative and discussion purposes only, and are not necessarily indicative of the historical or future strategy or performance or the chances of success of any particular strategy. There can be no assurance that investment opportunities described herein will become available in the future. It should not be assumed that any investments described by any models would be profitable if implemented because among other things, assumptions described herein may not materialize. Any specific investments or case studies referenced in this presentation were selected for inclusion herein based on objective, non-performance based criteria solely for the purpose of describing the investment processes and analyses used by Oasis to evaluate such investments. A list of historical investments – including investments that lost money — can be made available upon request. As always, past performance is not necessarily indicative of future results.

15

July 2024

Japan’s Taisho Pharma faces claim over buyout price from Curi RMB, Oasis

Nikkei Asia

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12

July 2024

Oasis takes larger bite of sandwich maker Greencore

Financial Times

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12

July 2024

Activist investor Oasis sues top executives of Japan’s Kusuri No Aoki

Reuters

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04

July 2024

Japan asset managers back corporate governance push, Oasis founder says

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28

June 2024

Activist investor Oasis launches campaign against Japan drug store chain Ain

Reuters

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27

May 2024

Activists becoming more active as June AGMs approach… Are ‘activist stocks’ a good buy? (summary translation)

Nikkan Gendai

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26

May 2024

Japanese stocks: ‘External pressure’ is a catalyst – Focus of activist arguments shift from returns to earning power (summary translation)

The Nikkei

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24

May 2024

Japan companies hog the spotlight as hedge funds tout their top Asia picks

Reuters

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24

May 2024

Oasis’s Fischer Sees 70% Upside if Kobayashi Pharma Engages with Oasis

Bloomberg TV

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24

May 2024

Seth Fischer of Oasis Management on Japan Economy, Kobayashi Pharma

Bloomberg TV

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24

May 2024

Teijin surges: Oasis revealed as major shareholder in shareholder meeting materials (summary translation)

Nihon Securities Journal

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24

May 2024

Picking stocks: Paying attention to ‘activists’ can help foster stronger returns -Digging deeper into IR materials (#4) (summary translation)

The Nikkei

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24

May 2024

Kobayashi Pharmaceutical’s share price temporarily surges: Investment fund Oasis Management expects 70% increase (summary translation)

Kabushiki Shimbun

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23

May 2024

Rio Tinto, Japan and AI Feature at Sohn Forum in Hong Kong

Bloomberg

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22

May 2024

AGMs are changing, and shareholders’ voices are growing stronger (summary translation)

Nikkei Quick

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22

May 2024

Kusuri no Aoki’s share price rebounds: Stake increase by investment fund raises restructuring speculations (summary translation)

The Nikkei

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21

May 2024

Top Hedge Fund Managers Highlight Opportunities in Asia and Beyond

Forbes

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21

May 2024

Oasis Management increases presence [in Japan] amid submission of shareholder proposals to Hokuetsu and Kao (summary translation)

Weekly Economist

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21

May 2024

Stocks held by ‘activist shareholders’ make gains despite market losses and amid heightened expectations of improved capital efficiency (summary translation)

The Nikkei

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20

May 2024

World Business Satellite – [Oasis] to meet with Kao’s management team (televised news report)

TV Tokyo

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20

May 2024

Oasis Management says Hokuetsu Corporation’s plan to reduce of stake in Daio Paper lacks practical basis (summary translation)

Reuters

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17

May 2024

Kusuri no Aoki’s share price soars amid speculation driven by further purchase of company’s shares by Oasis Management (summary translation)

The Nikkei

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15

May 2024

Fujitec aims to triple operating profit amid plans to reduce manufacturing costs as part of medium-term management plan (summary translation)

The Nikkei

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09

May 2024

Kao gets first profit increase in 4 years for Jan-Mar, Oasis offensive spurs consideration of autonomous reforms (summary translation)

The Nikkei

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08

May 2024

Editorial: Enhancing corporate value by promoting more dialogue between funds and company board members (summary translation)

The Nikkei

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08

May 2024

Oasis Management to submit shareholder proposal to Hokuetsu Corporation, seeks to dismiss company’s president (summary translation)

The Nikkei

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02

May 2024

Ain Holdings share price rises daily amid speculative buying following Oasis’s increased stake (summary translation) 

The Nikkei

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23

April 2024

Hokuetsu Corp. receives shareholder proposal from Oasis regarding director appointments (summary translation)

The Nikkei

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21

April 2024

The governance market sparks fear among companies (summary translation)

Nikkei Veritas

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16

April 2024

The day activists disappear: Demanding reforms from all sides (summary translation)

The Nikkei

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