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.

09

February 2023

ISS Recommends Fund’s Proposal Ahead of Fujitec’s Extraordinary Shareholders’ Meeting (JPN Only)

Reuters Japan

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06

February 2023

Activist shareholders on the offensive; calling EGMs to end revolving-door appointments (JPN Only)

Jiji Press

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03

February 2023

Enter the activist: Tsuruha fears become reality (JPN Only)

Sentaku

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01

February 2023

Daio Paper is a ticking bomb: an explosive mixture of deep-seated resentments, declining performance, and activists

FACTA

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24

January 2023

Sources: Fujitec EGM results in dismissal of three directors and appointment of four directors proposed by an investment fund (JPN Only)

Reuters Japan

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23

January 2023

Hong Kong fund criticizes Fujitec board’s view as “unprecedented” (JPN Only)

Reuters Japan

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14

January 2023

(Capitalism NEXT – For whom the company exists: #10) Do we need quantitative targets for the promotion of women? (JPN Only)

Asahi Shimbun

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26

December 2022

Fujitec: controversy over whether to dismiss all the company’s external director (JPN Only)

Toyo Keizai

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26

December 2022

Oasis establishes large stakes in Uchida Yoko and Tsuruha Holdings (JPN Only)

The Nikkei

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26

December 2022

Hong Kong fund revises proposal for Fujitec EGM (JPN Only)

The Nikkei

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26

December 2022

Hong Kong fund revises proposal for Fujitec EGM (JPN Only)

The Nikkei

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26

December 2022

Fujitec: controversy over whether to dismiss all the company’s external directors (JPN Only)

Toyo Keizai

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21

December 2022

Hong Kong fund submits proposal regarding spinoffs and other measures to Digital Garage (JPN Only)

The Nikkei

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15

December 2022

Fujitec calls February 2023 EGM requested by Hong Kong fund (JPN Only)

The Nikkei

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06

December 2022

Fujitec Receives Hong Kong Fund’s Request for Extraordinary General Meeting (JPN Only)

The Nikkei

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02

December 2022

Hong Kong fund Oasis requests EGM and full dismissal of outside directors at Fujitec (JPN Only)

Nikkan Kogyo Shimbun

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02

December 2022

Hong Kong fund proposes to replace outside directors at Fujitec (JPN Only)

Asahi Shimbun

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02

December 2022

Hong Kong fund requests Fujitec EGM, proposes appointment of 7 new outside director candidates (JPN Only)

The Nikkei

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01

December 2022

Hong Kong fund increases stake in Fujitec to 16% (JPN Only)

The Nikkei

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01

December 2022

‘Suspicious transactions involving founding family’… Hong Kong fund requests Fujitec convene EGM (JPN Only)

Yomiuri Shimbun

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01

December 2022

Hong Kong fund requests that Fujitec replace outside directors over governance concerns (JPN Only)

Asahi Shimbun

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01

December 2022

Oasis requests Fujitec hold EGM, proposes 7 outside director candidates (JPN Only)

The Nikkei

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30

November 2022

Foreign fund enlarges stake in Fujitec, seemingly to put increased pressure on the company over ‘suspicious transactions’ involving founder (JPN Only)

Yomiuri Shimbun

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10

November 2022

Investment fund Oasis owns 6.77% of Sanken Electric, according to report (JPN Only)

Reuters Japan

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20

September 2022

Activists scramble to target small-to-mid-cap stocks during the ‘Autumn of Anticipation’ (JPN Only)

The Nikkei

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20

September 2022

Oasis extends tender offer for Raysum at 1,700 yen per share (JPN Only)

The Nikkei

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20

September 2022

3 ways to deal with activist shareholders, Ricoh’s management of business-specific KPIs (JPN Only)

The Nikkei

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13

September 2022

Fujitec: Funds pursue private misappropriation of funds and suspicious transactions, other investors begin to similarly distrust current management team (JPN Only)

Toyo Keizai

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23

August 2022

Fujitec Establishes a Third-Party Committee to Investigate Transactions Related to Founding Family (JPN Only)

Nikkei

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