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.

01

March 2017

PAG Capital enters battle for Yingde Gases

The Financial Times, Jennifer Hughes

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01

March 2017

Premier Foods gets the Pikachu treatment

The Telegraph, Ashley Armstrong

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01

March 2017

UK’s Premier drafts shareholder onto board to tackle problems

Reuters, Rahul B

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01

March 2017

Activist investor Oasis takes a seat on Premier Foods board

The Telegraph, Ashley Armstrong

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27

February 2017

Oasis seeks Yingde board seat to add independent voice amid boardroom tussle

SCMP, Eric Ng

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26

February 2017

Rare Chinese public boardroom battle breaks out at Yingde Gases

Financial Times, Jennifer Hughes

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20

February 2017

Hedge Fund Oasis Pushes for a Better Panasonic-PanaHome Deal (Japanese Version)

Bloomberg, Tom Redmond and Nao Sano

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20

February 2017

Hedge Fund Oasis Pushes for a Better Panasonic-PanaHome Deal

Bloomberg, Tom Redmond and Nao Sano

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10

February 2017

PanaHome valuation dispute renews debate on cash-rich subsidiaries

Nikkei, Takenori Miyamoto

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04

February 2017

Panasonic’s buyout of PanaHome protested by Hong Kong fund

Nikkei Asian Review

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31

January 2017

Japan’s Cozy Culture Club

Bloomberg, Christopher Langner

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13

January 2017

Seth Fischer discusses the new Nintendo Switch with CNBC’s Pauline Chiou

CNBC Interview – Seth Fischer

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07

January 2017

Losing count: Toshiba admits to a ruinous overpayment for an American nuclear firm

The Economist

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27

October 2016

Activist investor Oasis Management raises stake in Premier Foods

Reuters, Rahul B in Bengaluru

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27

October 2016

Oasis Management raises stake in Premier Foods

Financial Times, Scheherazade Daneshkhu

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26

October 2016

Pro’s play on Nintendo and Yum China

CNBC Interview – Seth Fischer

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17

September 2016

Activists Look at PulteGroup, Tangoe, Stratus Properties

Barron’s, Kenneth Squire

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09

September 2016

How will Super Mario Run impact Nintendo’s business?

CNBC Squawk Box Asia Seth Fischer interview with Akiko Fujita

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01

September 2016

Pokemon Go’s ‘shadow wirepuller’ (Japanese Version)

FACTA Magazine (Vol. 125), Shigeo Abe

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01

September 2016

Pokemon Go’s ‘shadow wirepuller’ (English Version)

FACTA Magazine (Vol. 125), Shigeo Abe

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28

July 2016

How ‘Pokemon Go’ could pave the way for more profits at Nintendo

CNBC, Saheli Roy Choudhury

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28

July 2016

What’s next for Nintendo’s mobile push?

CNBC Squawk Box Asia – Seth Fischer interview with Amanda Drury and Akiko Fujita

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27

July 2016

Nintendo Activist Says ‘Pokemon Go’ Only the Beginning

The Street, Michael Sheetz

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26

July 2016

Activist investors accelerate efforts to build influence in Asia

Financial Times, Jennifer Hughes

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22

July 2016

How Pokémon Go will make you spend more

Financial Times, Naomi Rovnick, Aime Williams and Paul McClean

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17

July 2016

Success of Pokémon GO adds impetus for change at Nintendo

Reuters, Makiko Yamazaki and Jeremy Wagstaff

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14

July 2016

Did shareholder activism inspire Pokémon Go?

Business Standard, N Sundaresha Subramanian

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12

July 2016

Monster Bet on ‘Pokémon Go’ to Pay Off for Hong Kong Fund Manager

Wall Street Journal, Rick Carew

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30

June 2016

Hedge Fund Oasis Takes Aim at Toshiba Unit for How It Uses Cash

Bloomberg, Tom Redmond

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24

June 2016

Gross, Ivascyn See Flight to Havens in Historic Brexit Jolt

Bloomberg, John Gittelsohn & Suzy Waite

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