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.

15

June 2023

Shareholder proposal to Tsuruha HD by Hong Kong fund requesting appointment of outside directors

Hokkaido Shimbun

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14

June 2023

Japan’s Stock Market is Booming. Here’s Why

New York Times

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14

June 2023

Oasis submits shareholder proposal to Tsuruha HD regarding outside director appointments, future business mergers

Bloomberg Japan

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14

June 2023

Oasis’s shareholder proposals to Tsuruha Holdings include the appointment of outside directors, says CIO Fischer

Reuters

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14

June 2023

Oasis opposes reappointment of Kumagai’s president; pursues accountability for poor performance

Jiji Press

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14

June 2023

: Japan’s Stock Market is Booming. Here’s Why

New York Times

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13

June 2023

General contractors like Kumagai Gumi face strong demands from activists: will they be able to improve corporate value?

The Nikkei

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13

June 2023

Tsuruha Holdings: Oasis seeks appointment of outside directors with shareholder proposal

The Nikkei

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13

June 2023

Hong Kong fund seeks appointment of outside directors at Tsuruha Holdings, perhaps aiming to improve corporate governance

Asahi Shimbun

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06

June 2023

Domestic asset managers approved of shareholder proposal to dismiss Fujitec outside directors, saw ‘certain rationality in pointing out’ of issues

The Nikkei

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05

June 2023

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Bloomberg TV

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04

June 2023

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Bloomberg TV

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03

June 2023

Record high of 82 companies receive shareholder proposals, investors seek improved returns and better governance

The Nikkei

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31

May 2023

Kumagai Gumi soars on news of Oasis stake – ‘Fujitec’s example’ comes to mind

Nihon Securities Journal

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30

May 2023

Report reveals Oasis has a 6.5% stake in Lifenet (summary translation)

Reuters Japan

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29

May 2023

Former Murakami Fund affiliate opposes reappointment of Cosmo president, appeals to other shareholders

The Nikkei

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25

May 2023

Fujitec announces resignation of president and 2 other directors, member of founding family submits own personnel proposal

Asahi Shimbun

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25

May 2023

Activist shareholders seek to boost Japanese firms

NHK World

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24

May 2023

Fujitec President Okada to step down; reappointment previously challenged by major shareholder investment fund

NHK

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24

May 2023

Activist investor Oasis shows support for replacement of Fujitec president

Jiji Press

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23

May 2023

Fujitec’s president to be replaced: activist demands, Managing Executive Officer Harada promoted

Jiji Press

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22

May 2023

Activists on the offensive, seek shareholder returns from Japanese companies; more shareholder proposals than ever before

Bloomberg Japan

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21

May 2023

Hedge funds pushing for Japan returns get help from Tokyo exchange

Bloomberg

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18

May 2023

Oasis acquires 5.5% stake in Kusuri No Aoki

The Nikkei

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18

May 2023

Oasis acquires 5.5% stake in Kusuri no Aoki, according to filings

Reuters Japan

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18

May 2023

China recovery looms large at Sohn 2023 hedge fund conference

Reuters

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17

May 2023

Chinese Stocks Make Comeback at Sohn HK Hedge Fund Summit

Bloomberg

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16

May 2023

How Hedge Fund Ideas Fared in 2022 as Sohn HK Returns in Person

Bloomberg

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15

May 2023

Oasis increases stake in Tsuruha to 12.84%

The Nikkei

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12

May 2023

Unizo bankruptcy: pursuit of responsibility looms over former management; will investigation of EBO procedures lead to damages claims?

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