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.

19

April 2023

Fujitec’s major shareholder Oasis: ‘Former chairman’s lawsuit is baseless’ (Japanese Only)

The Nikkei

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19

April 2023

Fujitec chairman from founding family dismissed for ’abuse of power’ (Japanese Only)

Mainichi Shimbun

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12

April 2023

Elliott and other activists shake corporate Japan into action on investor returns

Financial Times

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01

April 2023

Fujitec outside directors resigns, creating stalemate between internally nominated directors and those nominated by an opposing fund

Sankei Shimbun

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01

April 2023

Fujitec outside director Endo resigns (Japanese Only)

The Nikkei

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01

April 2023

Activist takes stake in TOKYOTOKEIBA CO., raising expectations of management reforms-hot stocks (Japanese Only)

Nikkei

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31

March 2023

TOKYOTOKEIBA Co. up 9% amid speculation resulting from discovery of stake by Hong Kong-based Oasis

The Nikkei

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30

March 2023

Fujitec rebounds sharply, removes chairman Uchiyama – Increased activist presence – Hokuetsu Corp., Fuji Media also in focus

Nihon Securities Journal

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29

March 2023

Fujitec’s major shareholder Oasis: ‘Former chairman’s lawsuit is baseless’ (Japanese Only)

The Nikkei

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29

March 2023

Fujitec Chairman Dismissed (Japanese Only)

Asahi Shimbun

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27

March 2023

Fujitec replaces dismissed board chair with Oasis-nominated outside director (Japanese Only)

Reuters Japan

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22

March 2023

Japan, a nation of ‘activist shareholders’: corporate value created through dialogue (Japanese Only)

The Nikkei

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20

March 2023

Activists return to exorcise unresolved corporate governance issues (Japanese Only)

The Nikkei

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07

March 2023

Electrical machinery giant’s subsidiary company rumored to merge with another major machinery manufacturer, aim is to eliminate the influence of an activist shareholder (JPN Only)

Toyo Keizai

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06

March 2023

Three outside directors dismissed, Fujitec in turmoil (JPN Only)

Weekly Economist

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02

March 2023

[Editorial] Corporations should improve governance, not run from activists (JPN Only)

The Nikkei

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02

March 2023

Fujitec Pressed by Hong Kong Investment Fund; Activist Shareholder Pursues Founding Family President (JPN Only)

Nikkan Gendai

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27

February 2023

Fujitec’s General Meeting of Shareholders: company appoints four outside director candidates proposed by Oasis (JPN Only)

Nikkan Kogyo Shimbun

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25

February 2023

How to advance a dysfunctional board of directors: ‘If there are no women, change the management team’ (JPN Only)

Asahi Shimbun

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25

February 2023

Major elevator maker Fujitec: an unusual dismissal of 3 outside directors at the behest of an investment fund contributes to managerial confusion (JPN Only)

Mainichi Shimbun

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25

February 2023

Fujitec outside directors’ ability to play supervisory role called into question: 3 directors dismissed as result of shareholder proposals; alarm was sounded over inaction after the company’s ‘former president was appointed chairman despite failure to gain confidence [of shareholders]’ (JPN Only)

The Nikkei

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24

February 2023

Fujitec’s General Meeting: Corporate Governance Cannot Be Neglected (JPN Only)

Sankei Shimbun

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24

February 2023

Fujitec to hold EGM today to discuss outside director appointments/dismissals (JPN Only)

Nikkan Kogyo Shimbun

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24

February 2023

Fujitec’s extraordinary general meeting of shareholders ends with dismissal of three outside directors and appointment of four proposed by investment fund (JPN Only)

Reuters Japan

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24

February 2023

Fujitec dismisses three outside directors at extraordinary shareholders’ meeting… nearly half of board replaced (JPN Only)

Yomiuri Shimbun

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24

February 2023

Three outside directors dismissed at Fujitec, four investment fund nominees appointed (JPN Only)

NHK

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24

February 2023

Fujitec dismisses three outside directors, sees shareholder proposals approved at general meeting; four new outside directors appointed, two company proposals rejected (JPN Only)

The Nikkei

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24

February 2023

Fujitec appoints four directors recommended by Oasis at EGM (JPN Only)

Bloomberg Japan

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24

February 2023

Dismissal of three outside directors approved at Fujitec’s extraordinary general meeting of shareholders (JPN Only)

Kyodo News

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24

February 2023

Fujitec dismisses three outside directors as result of shareholder proposal being passed at EGM, according to reports (JPN Only)

Bloomberg Japan

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