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.

13

November 2018

UK’s Premier Foods to sell Ambrosia custard brand

Andy Coyne, Just-Food

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13

November 2018

Bisto owner plans Brexit stockpile

BBC

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13

November 2018

Premier Foods CEO to Step Down After Battle With Activists

Will Mathis & Lisa Pham, Bloomberg

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13

November 2018

Premier Foods boss Gavin Darby heads for exit after battle with activist

Joanna Bourke, Evening Standard

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13

November 2018

Darby’s day of reckoning has been a long time coming

Ashley Armstrong, The Telegraph

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13

November 2018

Premier Foods boss announces departure as it tries to sell off Ambrosia custard brand

Joe Curtis, City A.M.

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13

November 2018

Mr Kipling maker in talks to sell Ambrosia rice pudding brand

The Guardian

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13

November 2018

Darby’s exceedingly odd decision to quit Mr Kipling firm

Nils Pratley, The Guardian

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13

November 2018

Premier Foods boss Gavin Darby heads for exit after battle with activist

The Evening Standard

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12

November 2018

Activist funds jump 50% to hit record levels in Japan

Nikkei Asian Review

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29

October 2018

アルパイン・アルプス電、統合否決の可能性 株主のファンドが予測

日刊工業新聞Newsウェーブ21

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29

October 2018

Alps/Alpine merger, shareholder predicts merger will be voted down

Nikkan Kogyo Shimbun

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28

October 2018

浮上する6兆円の買い手―強まる機関投資家の圧力、株主提案での賛否、企業動かす

日経ヴェリタス

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28

October 2018

Institutional investors increase pressure, move companies by voting for or against shareholder proposals

Nikkei Veritas

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27

October 2018

Alpine/Alps buyout price undervalued compared with Clarion/Faurecia deal, says shareholder Oasis

Dealreporter

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27

October 2018

アルパイン株売却要請へ、香港ファンド、アルプス電気に

日本経済新聞 朝刊

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27

October 2018

Hong Kong fund wants Alps Electric to sell Alpine shares

Nikkei Shimbun

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23

October 2018

Modern, Efficient, Savvy: Developments in Legal Department Management in Asia

Asian Legal Business

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03

October 2018

Alpine/Alps take ‘First Step’ in investor engagement, but deal will fail on current terms, says Oasis’ chief

Dealreporter

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31

July 2018

Japan Inc. Is Decluttering—and Foreign Investors Love the Look

Kosaku Narioka, WSJ

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21

July 2018

What’s next for Premier Foods as boss Darby clings on after a bun fight?

Oliver Gill, The Telegraph

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19

July 2018

‘Medical Check-Ups’: Japan Firms Tap Banks for Advice as Activists Circle

Thomas Wilson and Ayai Tomisawa, Reuters

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18

July 2018

Japan’s 2018 Proxy Season Results Announced (Shareholder Activism Update (2))

Lexology

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18

July 2018

Gavin Darby has survived Premier AGM vote but he must do better – and fast

Henry Saker-Clark, The Grocer

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18

July 2018

Elliott discloses 5% stake in Japan’s Alpine

Kana Inagaki, Financial Times

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18

July 2018

Conflict with overseas fund escalated – President of Alpine speaks about his regrets [Japanese only]

Keiichi Kitagawa, Asahi Shimbun

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18

July 2018

Winning Battle of Bisto won’t save Premier Foods boss Darby

Ben Marlow, The Telegraph

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18

July 2018

Mr Kipling owner in a sticky situation

Alistair Osborne, The Times

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18

July 2018

Mr Kipling boss Gavin Darby survives coup by hedge funds as he’s saved by the firm’s biggest shareholder

Matt Oliver, Daily Mail

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18

July 2018

Premier Foods chief narrowly survives AGM ouster attempt

Scheherazade Daneshkhu and Naomi Rovnick, Financial Times

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