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.

09

June 2016

Appetite for destruction? Energy investors swap debt for equity

Reuters, Jessica DiNapoli

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04

June 2016

Sohn Hong Kong: 2 Picks and a Pan

Barron’s Asia, Shuli Ren

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01

June 2016

Sohn Hong Kong: Hedge Funds Beat Up Tech Hype, Like Convenience Stores

Barron’s Asia, Shuli Ren

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01

June 2016

Japan Bull Fischer Says Short Cyberdyne as Valuation High

Bloomberg, Tom Redmond

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01

June 2016

Ira Sohn in HK (warning: contains shorts)

FT Alphaville, Jennifer Hughes & Peter Wells

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25

May 2016

Seth Fischer interview on Bloomberg TV: Abenomics Assessment – A Good Time to Invest in Japan?

Bloomberg TV “Trending Business”, Rishaad Salamat

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20

May 2016

New rules and stewardship codes seen boosting Asian corporate governance

Reuters, Michelle Price

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02

May 2016

The fight to rid Hong Kong of cervical cancer

South China Morning Post, Emily Tsang

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08

March 2016

Who’s next? Asia investor activism set to grow after BlackRock public campaign

Reuters, Michelle Price and Elzio Barreto

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04

March 2016

AMC Entertainment Buys Carmike as Wang Consolidates Theaters

Bloomberg, Ed Hammond, Anousha Sakoui and Alex Sherman

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10

February 2016

Bank of Japan seeks to change mindsets with negative rates

Financial Times, Seth Fischer and Ethan Devine

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10

February 2016

​Bank of Japan seeks to change mindsets with negative rates

Financial Times op-ed, Seth Fischer and Ethan Devine

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10

December 2015

Carmike Plans $50M Share Repurchase As Activist Investor Lobbies For Change

Deadline.com, David Lieberman

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25

November 2015

Hedge Fund Calls for $4 Billion Payout From Japan’s Kyocera

Bloomberg, Tom Redmond and Takako Taniguchi

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23

November 2015

Activist Hedge Fund Pushes Carmike Cinemas For Shareholder Returns

Seekingalpha.com

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17

November 2015

Activist investor pressures Carmike for capital returns

Reuters, Liana B. Baker

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05

November 2015

The Buddhist Priest Who Became a Billionaire Snubbing Investors

Bloomberg, Tom Redmond and Takako Taniguchi

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29

October 2015

Japan Post’s Unique IPO Turns Spotlight on Parent-Child Listings

Bloomberg, Tom Redmond and Toshiro Hasegawa

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27

October 2015

Oasis Management Co Ltd. Bought 245,000 Shares of JAKKS Pacific, Inc. (NASDAQ:JAKK)

OCTA Finance,

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19

October 2015

Oasis reports 5.0% active stake in Carmike Cinemas

theflyonthewall.com,

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03

August 2015

​Japan’s shareholder rights and the arms of the revolution (PDF Version)

Ethical Boardroom magazine, Seth Fischer

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03

August 2015

Japan’s shareholder rights and the arms of the revolution (Japanese Version)

Ethical Boardroom magazine, Seth Fischer

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24

July 2015

Why Oasis Management Co Ltd. Purchased 15,066 Stock of JAKKS Pacific, Inc. (NASDAQ:JAKK)?

OCTA Finance,

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17

July 2015

Samsung Fight Exposes Tension in Asia Over Activist Investors

New York Times, Choe Sang-Hun and Neil Gough

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15

July 2015

Kyocera Should Rise on Investor-Friendly Moves

Barron’s, David Englander

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16

June 2015

Shouting at Japan CEOs Still Losing Strategy, Fidelity Says

Bloomberg, Yuko Takeo and Nao Sano

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15

June 2015

How to tell if Japan’s shareholder love-in is real

Reuters Breaking Views, Quentin Webb

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15

June 2015

Asia’s Leading Investors Join Karen Leung Foundation in the Fight Against Cancer at the Sohn Conference in Hong Kong

PR Newswire

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08

June 2015

Hedge Funds Seek Returns in Japan as China Bubble Concerns Mount

Bloomberg, Bei Hu

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06

June 2015

Winds of change: The prospects for shaking up Japanese firms have never looked so good

The Economist

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