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.

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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08

April 2024

Kao vs. activist fund Oasis: Implicit pressure already on top management (summary translation)

Nikkei Business

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08

April 2024

Oasis Chief Investment Officer criticizes Kao for failure to invest in important brands, declining margins, calls for change (summary translation)

Jiji Press

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05

April 2024

Hong Kong-based investment fund Oasis Management requests Kao reduce number of offered products (summary translation)

The Nikkei

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05

April 2024

Kao becomes Oasis’s ‘new target:’ Stock price temporarily up 7% following claim that it would exceed ¥10,000 (summary translation)

Nihon Securities Journal

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04

April 2024

Kao Corporation’s stock price up 7% amid calls by investment fund for improved marketing (summary translation)

Reuters

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04

April 2024

Activist Oasis calls on Japanese cosmetics firm Kao to improve marketing

Reuters

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04

April 2024

Kao Corp. Shares Rise After Activist Investor Urges Action to Reach ‘Full Potential’

WSJ

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04

April 2024

Kao shares jump as activist investor Oasis calls for improved performance

Bloomberg

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04

April 2024

Activists request that Kao reduce number of brands to improve corporate value, criticizes management (summary translation)

Jiji Press

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03

April 2024

Here are the top investment ideas out of the Sohn conference, including an e-commerce play

CNBC Pro

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27

March 2024

Taisho Pharmaceutical’s ‘absurdly cheap MBO’ continues to attract criticism at heated EGM: No comments from Uehara family throughout session, questions raised about decision-making process (summary translation)

Toyo Keizai

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