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.

14

April 2018

AIMA Perspectives: Industry leaders on the future of the hedge fund industry (Seth Fischer interview included) -PDF version

AIMA

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14

April 2018

AIMA Perspectives: Industry leaders on the future of the hedge fund industry (Seth Fischer interview included)

AIMA

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12

April 2018

GMOインターネット 薄氷「防衛策」が抱える弱点

日本経済新聞

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12

April 2018

GMO Internet – Win by a whisker… Issue on Takeover Defense Measure (Japanese Only)

Nikkei

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29

March 2018

Activist investors say their voices are being heard by Japan Inc

Reuters, Tomo Uetake

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09

March 2018

Oasis Recommends Approval of Shareholder Proposal to GMO, Responds to Opposition

Nikkei

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07

March 2018

Japanese Apple supplier Alps Electric hastens merger to offset poor iPhone sales

TAKEHIKO HAMA, Nikkei

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23

February 2018

Hedge Fund Boss Bets on Japan’s Pro Gaming Scene

Bloomberg

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05

February 2018

Sony’s revival puts a smile on activist shareholders’ faces

Nikkei Asian Review, Takehiko Hama

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02

February 2018

Record Number of Shareholder Proposals Likely to Gain Support of Institutional Investors (Japanese Only)

Nikkei

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01

February 2018

Seth Fischer CNBC interview on Nintendo

CNBC, Interview with Bernie Lo

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23

January 2018

After Pasona’s major change, Oasis’s prescription for GMO Internet’s undervaluation (Japanese Only)

NSJ

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19

January 2018

Hong Kong activist fund presses GMO Internet on governance

Nikkei Asian Review

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19

January 2018

Activist Oasis takes stake in GMO, seeks governance change (Japanese Only)

Bloomberg

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19

January 2018

HK activist Oasis calls on GMO Internet to strengthen governance

Reuters

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19

January 2018

Hong Kong activist fund calls for improved governance structure of GMO Internet (Japanese Only)

Sankei News

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19

January 2018

GMO Internet should improve CG and use stock price as takeover defense, says Oasis

Deal Reporter

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19

January 2018

Token victory

Reuters Breakingviews, Quentin Webb

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19

January 2018

Hong Kong activist fund presses GMO Internet on governance

Nikkei

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22

December 2017

Hong Kong hedge fund called for review of board meeting minutes of Pasona group company (Japanese Only) 香港ファンド、パソナグループ会社の議事録閲覧を申し立て

Nikkei

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21

November 2017

After Toshiba Share Sale, Activist Investors Gain Influence

Wall Street Journal, Kosaku Narioka

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20

November 2017

Pasona: Activist investor made request to Nambu’s management (Japanese Only) パソナ、南部式経営に「物言う株主」が注文

Toyo Keizai, Hiroshi Matsuura

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15

November 2017

Is Japan’s stock market rally for real?

Nikkei Asian Review, Masayuki Yuda

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14

November 2017

Hong Kong-based activist fund ups pressure on Japan’s Pasona

Nikkei Asia Review, Joyce Ho

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14

November 2017

No rest for activist investors – mixed effects but have contributed to solid market (Japanese Only) 物言う株主、休みなし 功罪併存も市場に厚み

Nikkei

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13

November 2017

First white paper strategy in Japan – Oasis disclosed proposal to Pasona (Japanese Only) 日本初の”ホワイトペーパー” パソナへの改善提案公開

Nihon Securities Journal, Masami Kajikawa

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10

November 2017

Hong Kong Hedge Fund Calls on Pasona to Shut Down Loss Making Business (Japanese Only) 香港のファンド「パソナ、トップ主導の赤字事業は中止を」

Nikkei, Yasuo Awai

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09

November 2017

Japan Hot stocks: Oasis published a reform proposal, such as business strategies, Pasona volumes surged [Japanese only]

Reuters

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09

November 2017

Hong Kong Hedge Fund Proposes Strategy Implementation Plan to Pasona Group [Japanese only]

Nikkei

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09

November 2017

Hedge Fund Oasis Calls on Pasona to Improve Profitability Bloomberg

Bloomberg, Gearoid Reidy

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