Views & Commentary

Our Commentary blog includes broader market commentary and insights, research ideas, white papers, case studies, and other topics we consider worth discussing.

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.

​Bank of Japan seeks to change mindsets with negative rates

Financial Times op-ed, Seth Fischer and Ethan Devine

February 10, 2016

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

Ethical Boardroom magazine, Seth Fischer

August 3, 2015

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​Japan’s shareholder rights and the arms of the revolution

Ethical Boardroom magazine, Seth Fischer

August 3, 2015

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Japan’s Return-on-Equity Revolution: Shinzo Abe’s reforms are empowering shareholders and spurring profits

Opinion, Wall Street Journal, Seth Fischer

January 14, 2015

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