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策略、交易设想或案例研究中的任何示例仅供说明和讨论之用，未必代表历史或未来的投资策略，或者任何具体投资策略的表现或成功几率。不保证本文所提及投资机会将在未来成为现实。不应假设任何投资模型提及的投资项目一旦实施定能盈利，因为这些假设未必能够成真。本文提及的任何具体投资项目或案例研究，其选择依据是非投资表现类客观标准，仅供介绍投资流程和Oasis用于评估这类投资项目所做的分析工作。历史投资（包括出现资金亏损的投资）清单可应要求提供。一如既往，过往表现未必是未来业绩的指示。

2023年6月

Fujitec AGM reflects changes in corporate governance

朝日新闻

Fujitec AGM reflects changes in corporate governance

What is happening at Fujitec?

Oasis Management CIO Seth Fischer talks Kumagai Gumi, Hokuetsu, and his ‘reasons for opposing the president’s reappointment’

Shareholder proposal to Tsuruha HD by Hong Kong fund requesting appointment of outside directors

Japan’s Stock Market is Booming. Here’s Why

Oasis submits shareholder proposal to Tsuruha HD regarding outside director appointments, future business mergers

Oasis’s shareholder proposals to Tsuruha Holdings include the appointment of outside directors, says CIO Fischer

Oasis opposes reappointment of Kumagai’s president; pursues accountability for poor performance

: Japan’s Stock Market is Booming. Here’s Why

General contractors like Kumagai Gumi face strong demands from activists: will they be able to improve corporate value?

Tsuruha Holdings: Oasis seeks appointment of outside directors with shareholder proposal

Hong Kong fund seeks appointment of outside directors at Tsuruha Holdings, perhaps aiming to improve corporate governance

Domestic asset managers approved of shareholder proposal to dismiss Fujitec outside directors, saw ‘certain rationality in pointing out’ of issues

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Japanese Stocks Still Cheap, Oasis CIO Fischer Says

Record high of 82 companies receive shareholder proposals, investors seek improved returns and better governance

Kumagai Gumi soars on news of Oasis stake – ‘Fujitec’s example’ comes to mind

Report reveals Oasis has a 6.5% stake in Lifenet (summary translation)

Former Murakami Fund affiliate opposes reappointment of Cosmo president, appeals to other shareholders

Fujitec announces resignation of president and 2 other directors, member of founding family submits own personnel proposal

Activist shareholders seek to boost Japanese firms

Fujitec President Okada to step down; reappointment previously challenged by major shareholder investment fund

Activist investor Oasis shows support for replacement of Fujitec president

Fujitec’s president to be replaced: activist demands, Managing Executive Officer Harada promoted

Activists on the offensive, seek shareholder returns from Japanese companies; more shareholder proposals than ever before

Hedge funds pushing for Japan returns get help from Tokyo exchange

Oasis acquires 5.5% stake in Kusuri No Aoki

Oasis acquires 5.5% stake in Kusuri no Aoki, according to filings

China recovery looms large at Sohn 2023 hedge fund conference

Chinese Stocks Make Comeback at Sohn HK Hedge Fund Summit