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.

23

June 2018

An exceedingly bitter battle over the top job at Mr Kipling firm, as investors call for a new boss

The Daily Mail

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22

June 2018

Shareholders speak up as corporate Japan opens dialogue

Nikkei

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22

June 2018

Premier Foods’ second-largest shareholder plans to vote against CEO re-election

Financial Times

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04

June 2018

アルパインの株主提案に賛成推奨 米ISS

Nikkei

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01

June 2018

Activist investors return to Japan — and join the team

Nikkei Asian Review

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11

May 2018

Shorting China Stocks From New York Could Get Easier

Bloomberg

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10

May 2018

Hedge Fund Oasis Steps Up Pressure Over Alps Deal for Alpine

Bloomberg

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09

May 2018

HK fund Oasis, objecting to Japan’s Alps-Alpine merger, submits proposals

Reuters Staff

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04

May 2018

Oasis’s Fischer Sees Enormous Investor Demand for Tech

Bloomberg TV Interview

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18

April 2018

Japanese companies cannot ignore advance of activist shareholders

Nikkei Asian Review

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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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