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 complete list of historical investments can be made available upon request.

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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11

May 2023

Digital Garage announces new medium-term plan, refuses ‘split’ proposal

The Nikkei

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09

May 2023

The Unizo bankruptcy: regional banks and JA to bear the brunt, no debt owed to Mizuho Bank

The Nikkei

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09

May 2023

Former Fujitec chairman of Fujitec, who was removed from office, now suing over ‘defamation by shareholders’

Kyodo News

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02

May 2023

Shareholder proposals call for higher share prices, boards impacted by revamps

The Nikkei

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02

May 2023

Tokyo Metro Government’s concession company Tokyotokeiba Co. becomes target of Hong Kong activists

Sentaku

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28

April 2023

Corporate defense advisory business beginning to resemble ‘a new form of corporate blackmailing’: activist advent has intensified the information war between companies and shareholders

Weekly Diamond

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28

April 2023

Unizo bankrupt, Hong Kong fund sued over bond redemption in 2022

The Nikkei

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28

April 2023

FamilyMart tender offer was ‘too cheap:’ the full story behind the company’s efforts to combat ITOCHU, and the district court decision that says ‘the special committee did not function properly’

Toyo Keizai

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25

April 2023

Fujitec’s former chairman makes shareholder proposal seeking election of eight directors

The Nikkei

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23

April 2023

FamilyMart takeover bid too cheap, court says: ‘Special committee did not fulfill its role’

The Nikkei

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21

April 2023

Activist fund Oasis files Japan court appeal in challenge to fair value of deals

Reuters

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20

April 2023

Fund appeals Famima tender offer price decision by district court, says source

Reuters Japan

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20

April 2023

Investors seek to break through Japan Inc’s ‘value trap’

Reuters

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20

April 2023

Activist investor in Fujitec will oppose any proposal to reappoint President Okada

Jiji Press

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19

April 2023

Fujitec’s major shareholder Oasis: ‘Former chairman’s lawsuit is baseless’ (Japanese Only)

The Nikkei

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19

April 2023

Fujitec chairman from founding family dismissed for ’abuse of power’ (Japanese Only)

Mainichi Shimbun

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12

April 2023

Elliott and other activists shake corporate Japan into action on investor returns

Financial Times

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