At the 2026 Sohn Hong Kong Conference, Seth H. Fischer, Founder and Chief Investment Officer of Oasis Management honed in on a popular online niche – anime. Fischer founded the Hong Kong-based activist hedge fund in 2002 after a seven-year career managing the Asian investment portfolio at Highbridge Capital Management, and has since built Oasis into one of the most recognized activist investors in Japan. His target at this year’s conference: a Japanese media and entertainment conglomerate in which Oasis has become the largest shareholder. Fischer’s thesis was that company sits atop world-class intellectual property, a generational anime tailwind, and one of the most celebrated game developers on the planet, and is squandering every advantage. The problem, in his view, is its CEO.
Also see: Hedge Fund Management is Not a 9-5 Job: Interview With Oasis Management’s Seth Fischer
According to its 13F filings, Oasis holds about $330 million in US-listed equities, but the firm invests predominantly in Asia, so it likely manages a few billion dollars overall. A prominent advocate of corporate-governance reform across Asia, Fischer has made Oasis a signatory to the stewardship codes of Japan, Korea, and Hong Kong. Before founding the firm he served in the Israel Defense Forces, and he holds a B.A. in Political Science from Yeshiva University.
Anime Is Not Niche Anymore
Fischer opened by establishing how large a prize the company is failing to fully capture. Anime, he argued, is no longer a niche interest. It has become a mainstream pillar of global pop culture, and the numbers are extraordinary.
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