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

May 2017

Wheatley returns to finance with hedge fund role

Financial Times, Lindsay Fortado

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15

May 2017

PanaHome & Toshiba Plant Systems: Contents of “Wallet” was revealed by Hedge Fund (Japanese Version)

Nikkei Business, Satoshi Ogasawara

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08

May 2017

From Silk to Bees and Underwear, 144-Year-Old Firm Pushed to Reinvent Itself Again

Bloomberg, Lisa Pham, Yuko Takeo, and Nao Sano

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24

April 2017

Yankee Hedge Funds, Don’t Go Home. Japan Wants You

Bloomberg, Nisha Gopalan

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24

April 2017

Panasonic seeks to placate activists with improved PanaHome offer

Financial Times, Leo Lewis & Kana Inagaki

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14

April 2017

Toshiba Loses Access to Unit’s Cash After Hedge Fund Sues

Bloomberg, Tom Redmond and Nao Sano

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05

March 2017

Violation of Corporate Governance Code: Acquisition of PanaHome by Panasonic (Japanese Version)

Nikkei Veritas, Matsuzaki Miyamoto Nakano

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04

March 2017

Oasis’s shareholder proposal for Katakura Industries AGM (Japanese Version)

Nikkei News

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02

March 2017

Premier Foods gives activist investor Oasis a seat on its board

The Financial Times, Scheherazade Daneshkhu

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02

March 2017

Investor takes seat at Premier Foods table

The Times, Deirdre Hipwell

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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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