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 complete list of historical investments can be made available upon request.

September 2020

Hedge Funds Say There’s No Turning Back on Abe’s Japan Reforms

Bloomberg

Hedge Funds Say There’s No Turning Back on Abe’s Japan Reforms

Activist fund steps up call for FamilyMart dividend in Itochu deal

The Japanese Elevator That’s Ready to Climb

「コロナは企業統治テスト」 物言う株主、改革迫る

Activist shareholders push for reform: ‘corona will be a test of corporate governance’

2020 AGMs: Shareholder proposals targeting governance and profitability receive 30% approval at 9 companies including JRK and Fujitec

AGMs amid the coronavirus (#4): ‘Efforts to engage in dialogue still a challenge’

Activist Investors Keep Pushing Japan Firms Despite Virus Crisis

Shareholders will not lose to Corona

物言う株主はコロナ禍に負けない

Hedge Fund Oasis Buying Through Pandemic, Says Crisis Will Pass

Investor Activism Rises in Japan

Activist swing at Japan arena puts buyers on deck

How Japan Inc became a target for activist investors

Iconic Tokyo Stadium Operator Targeted by Activist Oasis

Japan Activism Rises as Firms Go Hostile, Investors Speak Up

Spotify, Tesla, Sanken Among Top Picks at Sohn Australia

Japanese Shareholders Challenge Management

Japan overhauls M&A rules in corporate governance push

Oasis Management on the way forward for Apple supplier Japan Display

For Japan Inc, discretion is the better part of activist valor

Japanese companies brace for contentious AGM season

Japan’s new Meti driven M&A guidelines boost special committee, independent directors roles

Funds bullish as Japan hums with activism

2019 will be year for Saitama, Oasis to fully realize Katakura’s ‘slept-on’ potential

個人投資家とアクティビストが終結、マネックスがフォーラムを来月開催

Mrs Watanabe joins activist investors to shake up Japan Inc

Changes in Japan’s corporate governance are ‘going faster’: Investor

Breakingviews – Hostile Japanese deal propels Abe’s third arrow

Oasis calls for establishment of UK-style takeover panel in Tokyo guidelines

「コロナは企業統治テスト」　物言う株主、改革迫る