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.

04

July 2024

Japan asset managers back corporate governance push, Oasis founder says

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02

July 2024

Corporations bid farewell to idle cash: Recruit Co., Ltd. reduces sleeping assets by ¥1 trillion

The Nikkei

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01

July 2024

Oasis Management releases statement to Ain Holdings ahead of July AGM

Nihon Securities Journal

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29

June 2024

Oasis Management opposes appointment of Ain Holdings’ outside director candidate, cites potential bid obstruction

Hokkaido Shimbun

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28

June 2024

Oasis Management opposes appointment of Seven-Eleven’s vice president as board member of Ain Holdings

The Nikkei

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28

June 2024

AGM season [in Japan] reaches peak: Companies’ top executives face increasing scrutiny and low appointment approval rate in the 60% range amid issues surrounding capital efficiency and business misconduct

The Nikkei

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28

June 2024

A record high of 91 companies received shareholder proposals this year: AGMs of 670 companies reach peak, decentralization expected to advance

Sankei Shimbun

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28

June 2024

Activist investor Oasis launches campaign against Japan drug store chain Ain

Reuters

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19

June 2024

Stocks to watch in July: AIN HD, Japan’s largest pharmacy operator, shaken by executive conviction and activist shareholders amid rapid growth resulting from new location strategy – Rest of pharmacy industry revels in Ain’s misfortune

FACTA

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16

June 2024

Reduction of cross-shareholdings, disappearing stable shareholders, management teams under pressure – Focal points of the 2024 AGM season

The Nikkei

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10

June 2024

Daio Kaiun supports proposal to dismiss Hokuetsu Corporation President Sekio Kishimoto

The Nikkei

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06

June 2024

At least 90 listed Japanese companies have received shareholder proposals ahead of AGM season

NHK News Web

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05

June 2024

Hong Kong-based Oasis Management calls for dismissal of some Ain Holdings directors ahead of company’s AGM

Hokkaido Shimbun

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03

June 2024

Special Feature – A new era for individual shareholders: Activist fund Oasis Management’s momentum may continue for another 24 years following drugstore and dispensing pharmacy industry restructuring debacle

Weekly Economist

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03

June 2024

Tsuruha’s reliance on Aeon Co. to realize ‘strongest alliance:’ Were the activists right all along?

IT Media Business Online

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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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