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.

03

March 2019

Oasis Names Pru Bennett to Advisory Council

Business Wire

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28

February 2019

Premier Foods reviewing strategy as Oasis man joins board in shake-up

Andy Coyne, Just-Food

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27

February 2019

Premier Foods unveils strategic review and put activists on board

Financial Times

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27

February 2019

Activist investors win two seats on Premier Foods board

The Telegraph

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27

February 2019

Mr Kipling owner Premier Foods to review its businesses

Justin George Varghese, Reuters

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18

February 2019

Cash-hoarding Japanese firms please investors as share buybacks hit record

Ayai Tomisawa & Alun John, Reuters

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31

January 2019

Oasis Comments to Japan METI MBO Consultation

Oasis

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30

January 2019

Oasis Comments to TSE Cash Equity Market Structure Consultation

Oasis

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05

December 2018

Global Markets Follow Wall Street’s Sell-Off After Trump Tweets

Alexandra Stevenson, The New York Times

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04

December 2018

From Polar bears to penguins

Ethical Boardroom Autumn 18 Edition

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03

December 2018

Alpine and Alps face opposition from fund in battle over merger

朝日新聞

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03

December 2018

アルパイン、アルプス電気との統合で攻防 ファンド反対

朝日新聞

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01

December 2018

Tug-of-war surrounding Alpine and Alps Electric merger plan continues, Hong Kong fund voices opposition, plans to submit proposal are December 5 shareholder meeting

Asahi Shimbun

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01

December 2018

アルパイン、統合巡り綱引き アルプス電気との計画、香港ファンド反対 5日の株主総会で提案へ

朝日新聞

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21

November 2018

Alpine/Alps: ISS refers to Clarion deal process in its backing of Oasis’ views

Dealreporter

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21

November 2018

Descente, Sanyo Special Steel Co also targeted—The rise of M&A activism

Nikkei Business

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21

November 2018

デサントと山陽特殊製鋼も標的に 台頭するM&Aアクティビズム

Nikkei Business

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13

November 2018

Premier Foods CEO to depart after announcing Ambrosia brand sale

Financial Times

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13

November 2018

Premier Foods CEO Darby quits after shareholder revolt

Arathy S Nair, Reuters

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13

November 2018

UK’s Premier Foods to sell Ambrosia custard brand

Andy Coyne, Just-Food

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13

November 2018

Bisto owner plans Brexit stockpile

BBC

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13

November 2018

Premier Foods CEO to Step Down After Battle With Activists

Will Mathis & Lisa Pham, Bloomberg

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13

November 2018

Premier Foods boss Gavin Darby heads for exit after battle with activist

Joanna Bourke, Evening Standard

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13

November 2018

Darby’s day of reckoning has been a long time coming

Ashley Armstrong, The Telegraph

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13

November 2018

Premier Foods boss announces departure as it tries to sell off Ambrosia custard brand

Joe Curtis, City A.M.

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13

November 2018

Mr Kipling maker in talks to sell Ambrosia rice pudding brand

The Guardian

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13

November 2018

Darby’s exceedingly odd decision to quit Mr Kipling firm

Nils Pratley, The Guardian

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13

November 2018

Premier Foods boss Gavin Darby heads for exit after battle with activist

The Evening Standard

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12

November 2018

Activist funds jump 50% to hit record levels in Japan

Nikkei Asian Review

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29

October 2018

アルパイン・アルプス電、統合否決の可能性 株主のファンドが予測

日刊工業新聞Newsウェーブ21

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