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.

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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20

May 2024

Oasis Management says Hokuetsu Corporation’s plan to reduce of stake in Daio Paper lacks practical basis (summary translation)

Reuters

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17

May 2024

Kusuri no Aoki’s share price soars amid speculation driven by further purchase of company’s shares by Oasis Management (summary translation)

The Nikkei

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15

May 2024

Fujitec aims to triple operating profit amid plans to reduce manufacturing costs as part of medium-term management plan (summary translation)

The Nikkei

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10

May 2024

Shareholder meetings: Everyone’s an activist – Preemptive settlements on the rise, thanks to dialogue

The Nikkei

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09

May 2024

Kao gets first profit increase in 4 years for Jan-Mar, Oasis offensive spurs consideration of autonomous reforms (summary translation)

The Nikkei

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08

May 2024

Editorial: Enhancing corporate value by promoting more dialogue between funds and company board members (summary translation)

The Nikkei

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08

May 2024

Oasis Management to submit shareholder proposal to Hokuetsu Corporation, seeks to dismiss company’s president (summary translation)

The Nikkei

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02

May 2024

Ain Holdings share price rises daily amid speculative buying following Oasis’s increased stake (summary translation) 

The Nikkei

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23

April 2024

Hokuetsu Corp. receives shareholder proposal from Oasis regarding director appointments (summary translation)

The Nikkei

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21

April 2024

The governance market sparks fear among companies (summary translation)

Nikkei Veritas

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16

April 2024

The day activists disappear: Demanding reforms from all sides (summary translation)

The Nikkei

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10

April 2024

What exactly is the path toward a better Kao? We speak with Seth Fischer, CIO of ‘strongest activist’ Oasis (summary translation)

Nihon Securities Journal

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09

April 2024

Hong Kong investment fund Oasis Management mulls submitting shareholder proposals to Kao ahead of next shareholders meeting (summary translation)

The Nikkei

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09

April 2024

Activist investor Oasis urges Japan’s Kao to reduce brands

Nikkei Asia

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08

April 2024

Activist Oasis reveals 3% Kao stake in battle for change at Japan cosmetics firm

Reuters

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08

April 2024

Oasis Management revealed to have more than 3% stake in Kao Corporation: Could submit shareholder proposal [ahead of] next shareholders meeting (summary translation)

Reuters

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08

April 2024

Oasis CIO says he plans to ‘turn Kao into a global leader’ amid reveal of more than 3% stake in the company (summary translation)

Bloomberg

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08

April 2024

Companies cannot let their guard down even when P/B ratios are over 1x: Shareholder activism’s new horizon (summary translation)

The Nikkei

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08

April 2024

Hong Kong fund Oasis requests that Kao increase its number of female directors (summary translation)

Asahi Shimbun

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