Views & Commentary

Our Commentary blog includes broader market commentary and insights, research ideas, white papers, case studies, and other topics we consider worth discussing.

Our Commentary includes broader market commentary and insights, research ideas, white papers, case studies, and other topics we consider worth discussing. 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 complete list of historical investments can be made available upon request.

05

December 2018

From Polar Bears to Penguins

Activist Investing Across Asia (Ethical Boardroom Magazine, Seth Fischer)

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10

February 2016

​Bank of Japan seeks to change mindsets with negative rates

Financial Times op-ed, Seth Fischer and Ethan Devine

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03

August 2015

​Japan’s shareholder rights and the arms of the revolution (PDF Version)

Ethical Boardroom magazine, Seth Fischer

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03

August 2015

​Japan’s shareholder rights and the arms of the revolution

Ethical Boardroom magazine, Seth Fischer

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14

January 2015

Japan’s Return-on-Equity Revolution: Shinzo Abe’s reforms are empowering shareholders and spurring profits

Opinion, Wall Street Journal, Seth Fischer

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