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.

29

June 2023

Daio Kaiun and others oppose reappointment of Hokuetsu Corp. president ahead of AGM

Nikkan Kogyo Shimbun

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29

June 2023

Record shareholder proposals seen amid AGM season’s peak; 600 companies hold meetings, calls for greater shareholder returns

The Nikkei

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27

June 2023

Slew of shareholder proposals submitted to general contractors, requests include share buybacks

The Nikkei

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26

June 2023

The next target is Tsuruha HD, as Oasis seeks to restructure the drugstore industry; fund aims to strengthen governance and improve performance

Toyo Keizai

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23

June 2023

Hong Kong fund insists on appointment of [new] outside directors, requests support from fellow Tsuruha shareholders

Hokkaido Shimbun

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22

June 2023

Rejection of shareholder proposals by former chairman of Fujitec at company’s 2023 AGM

The Nikkei

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22

June 2023

Founding family member’s proposals rejected, management team’s approved at Fujitec AGM

Asahi Shimbun

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22

June 2023

Fujitec founding family member’s shareholder proposals rejected, 9 directors appointed by company

Shizuoka Shimbun

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22

June 2023

Hong Kong-based Oasis announces shareholder proposals at Tsuruha, seeks abolition of chairman post

The Nikkei

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21

June 2023

Elevator Maker Showcases Growing Shareholder Activism in Japan

Bloomberg

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21

June 2023

Fujitec AGM sees founder’s appointment proposals rejected and company’s proposals approved

NHK

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21

June 2023

The Fujitec AGM proxy fight: all shareholder proposals by former chairman rejected

Asahi Shimbun

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21

June 2023

Fujitec AGM: shareholder proposals by former chairman and member of company’s founding family rejected

The Nikkei

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21

June 2023

Elevator giant Fujitec’s proxy fight is settled: shareholder proposals by founding family member rejected

Yomiuri Shimbun

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21

June 2023

Fujitec shareholders reject former chairman’s proposals for election of directors at AGM – stock price hits new high

Bloomberg Japan

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21

June 2023

Fujitec AGM: all shareholder proposals by former chairman Uchiyama rejected

Reuters

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21

June 2023

Fujitec annual shareholders’ meeting: proposals by former chairman from company’s founding family rejected

NHK

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21

June 2023

Fujitec’s AGM, happening today, will be a litmus test for whether foreign-led boards will be seen as legitimate

Bloomberg Japan

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20

June 2023

Fujitec AGM reflects changes in corporate governance

Asahi Shimbun

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16

June 2023

Oasis Management CIO Seth Fischer talks Kumagai Gumi, Hokuetsu, and his ‘reasons for opposing the president’s reappointment’

Nihon Securities Journal

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15

June 2023

Shareholder proposal to Tsuruha HD by Hong Kong fund requesting appointment of outside directors

Hokkaido Shimbun

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14

June 2023

Japan’s Stock Market is Booming. Here’s Why

New York Times

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14

June 2023

Oasis submits shareholder proposal to Tsuruha HD regarding outside director appointments, future business mergers

Bloomberg Japan

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14

June 2023

Oasis’s shareholder proposals to Tsuruha Holdings include the appointment of outside directors, says CIO Fischer

Reuters

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14

June 2023

Oasis opposes reappointment of Kumagai’s president; pursues accountability for poor performance

Jiji Press

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13

June 2023

General contractors like Kumagai Gumi face strong demands from activists: will they be able to improve corporate value?

The Nikkei

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13

June 2023

Tsuruha Holdings: Oasis seeks appointment of outside directors with shareholder proposal

The Nikkei

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13

June 2023

Hong Kong fund seeks appointment of outside directors at Tsuruha Holdings, perhaps aiming to improve corporate governance

Asahi Shimbun

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06

June 2023

Domestic asset managers approved of shareholder proposal to dismiss Fujitec outside directors, saw ‘certain rationality in pointing out’ of issues

The Nikkei

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