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.

21

August 2022

Asia Hedge Funds Scoop Up Alibaba, Sea After Stock Rout

Bloomberg News

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18

August 2022

Oasis buys more of Hokuetsu Corp, increasing stake to 11.89%

Nikkei

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10

August 2022

The Fundie Paying Big Money to Train Female Directors in Japan

Australian Financial Review

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26

July 2022

New Hong Kong Rules Will Create 1300 More Board Seats for Women

Bloomberg News

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24

July 2022

Analysis: No longer silent, Japan asset managers flex muscle in legacy to Abe

Reuters

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22

July 2022

Top Executive Exits Invite Purchase Orders: A Focus on the Type of Governance that Can Draw Out Company Potential (JPN Only)

Nikkei

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07

July 2022

Shareholder Meetings, New Tensions: Fujitec Withdraws Proposal to Reappoint its President just 1 Hour Before AGM (JPN Only)

Nikkei

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04

July 2022

Unusual Withdrawal of Proposals ahead of this Year’s AGM (JPN Only)

Nikkei

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03

July 2022

Warren Buffet has Advice for the Barbarians at Japan’s Gates

Bloomberg Opinion

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24

June 2022

More than one company withdraws a proposal just before their AGM: the reappiontment of Fujitec’s president, ‘defense measures’ at Toyo Kensetsu; a decreasing number of tacit shareholders challenges these companies’ ability to get their way (JPN Only)

Nikkei

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24

June 2022

Fujitec Withdraws Proposal to Reappoint President just before the General Shareholders’ Meeting (JPN Only)

Mainichi Shimbun

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24

June 2022

Fujitec’s President “Flees the Enemy” One Hour before the Shareholders’ Meeting with the Withdrawal of a Reappointment Proposal amid Opposition from an Activist Shareholder (JPN Only)

Toyo Keizai

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24

June 2022

Fujitec President “Should be Appointed by an Independent Board”: Oasis (JPN Only)

Bloomberg News

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23

June 2022

Fujitec’s Annual General Meeting Draws Attention; Will Campaigns Employing Independent Surveys Catch On?

Toyo Keizai

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23

June 2022

Fujitec withdraws proposal to reappoint president as director

Kyodo News

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23

June 2022

Fujitec withdraws proposal to reappoint president 1 hour before shareholders’ meeting

Jiji Press

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23

June 2022

An unprecedented development amid ‘activist shareholder’ opposition! The withdrawal of a president’s appointment proposal

WBS (TV Tokyo)

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23

June 2022

Fujitec withdraws proposal to reappoint president as director, accused by shareholders of “avoiding accountability”

Reuters

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23

June 2022

Fujitec withdraws proposal to reappoint President Uchiyama to the Board of Directors before its AGM

NHK

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23

June 2022

Fujitec withdraws proposal to reappoint president as director just before general meeting

Nikkei

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23

June 2022

Governance risks surrounding founding families exposed: the conspicuous presence of “activist shareholders”

Sankei Shimbun

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23

June 2022

An unusual withdrawal of a proposal to reappoint the president just one hour before the AGM… A foreign fund’s opposition and allegations of “suspicious transactions involving the founding family” (JPN Only)

Yomiuri Shimbun

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22

June 2022

Highlights of the 2022 AGM season: ‘A list of 77 shareholder proposals,’ a new record for proposals submitted to companies that settled in March

Toyo Keizai

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22

June 2022

The ‘pre-approved outside directors’ serving parent-child listings: a mud-slinging battle with activists highlights the issue

Diamond Weekly

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16

June 2022

Activists’ evolving requests… taking issue with founders’ benefits, calling for decarbonization

Yomiuri Shimbun

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14

June 2022

‘Outside directors should challenge management!’ A big-name international activist speaks out; which companies will be targeted next? An interview with Seth Fischer, CIO at Oasis Management

Diamond Weekly

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09

June 2022

Two U.S. advisory firms recommend opposition to reappointment of Fujitec president

Nikkei

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09

June 2022

Sexual harassment, BoJ revolving doors… activists take new aims for this year’s AGMs

Nikkei

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06

June 2022

Shareholders indict the founder! Turbulence expected at major elevator company’s AGM

Friday Digital

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24

April 2022

‘Change takes time,’ investment management firm says of Tokyo Stock Exchange’s revamp

CNBC

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