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.

07

February 2020

Activist swing at Japan arena puts buyers on deck

Reuters Breakingviews

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03

February 2020

How Japan Inc became a target for activist investors

FT

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31

January 2020

Iconic Tokyo Stadium Operator Targeted by Activist Oasis

Bloomberg

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16

December 2019

Japan Activism Rises as Firms Go Hostile, Investors Speak Up

Bloomberg

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22

November 2019

Spotify, Tesla, Sanken Among Top Picks at Sohn Australia

Bloomberg

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21

August 2019

Japanese Shareholders Challenge Management

WSJ

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28

June 2019

Japan overhauls M&A rules in corporate governance push

FT

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26

June 2019

Oasis Management on the way forward for Apple supplier Japan Display

CNBC

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25

June 2019

For Japan Inc, discretion is the better part of activist valor

Reuters

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20

June 2019

Japanese companies brace for contentious AGM season

Financial Times

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06

June 2019

Japan’s new Meti driven M&A guidelines boost special committee, independent directors roles

Dealreporter

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17

May 2019

Funds bullish as Japan hums with activism

Financial Times

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04

April 2019

2019 will be year for Saitama, Oasis to fully realize Katakura’s ‘slept-on’ potential

Nihon Shoken Shimbun

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03

April 2019

個人投資家とアクティビストが終結、マネックスがフォーラムを来月開催

Reuters

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03

April 2019

Mrs Watanabe joins activist investors to shake up Japan Inc

Reuters

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25

March 2019

Changes in Japan’s corporate governance are ‘going faster’: Investor

CNBC

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18

March 2019

Breakingviews – Hostile Japanese deal propels Abe’s third arrow

Reuters

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08

March 2019

Oasis calls for establishment of UK-style takeover panel in Tokyo guidelines

Dealreporter

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03

March 2019

Oasis Names Pru Bennett to Advisory Council

Business Wire

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28

February 2019

Premier Foods reviewing strategy as Oasis man joins board in shake-up

Andy Coyne, Just-Food

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27

February 2019

Premier Foods unveils strategic review and put activists on board

Financial Times

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27

February 2019

Activist investors win two seats on Premier Foods board

The Telegraph

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27

February 2019

Mr Kipling owner Premier Foods to review its businesses

Justin George Varghese, Reuters

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18

February 2019

Cash-hoarding Japanese firms please investors as share buybacks hit record

Ayai Tomisawa & Alun John, Reuters

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31

January 2019

Oasis Comments to Japan METI MBO Consultation

Oasis

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30

January 2019

Oasis Comments to TSE Cash Equity Market Structure Consultation

Oasis

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05

December 2018

Global Markets Follow Wall Street’s Sell-Off After Trump Tweets

Alexandra Stevenson, The New York Times

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05

December 2018

From Polar Bears to Penguins

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

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