Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world. </li>
<li>This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).</li>
<li>The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world. 
This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).
The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.


[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

<ul>
<li>The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world. It is rebalanced with constituent changes possible quarterly.</li>
<li>So far, we see no index changes for September 2026, but we see around US$255mm of one-way flow (twice that when considering both directions).</li>
<li>The expected flows can change because of the peculiarities of the construction of this index.</li>
</ul>


The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world. It is rebalanced with constituent changes possible quarterly.
So far, we see no index changes for September 2026, but we see around US$255mm of one-way flow (twice that when considering both directions).
The expected flows can change because of the peculiarities of the construction of this index.


[Quiddity Index] MV Global Gold Miners Sep26 Rebal: No Changes so Far, Limited Flows

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world.</li>
<li>We like it because it is a little complicated and there is significant tracking. There will be no index changes for the June 2026 rebal event. It's a Mar/Sep review.</li>
<li>We expect a one-way flow of US$375mm for June 2026, which translates to a turnover of 4.3%. September will be bigger. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world.
We like it because it is a little complicated and there is significant tracking. There will be no index changes for the June 2026 rebal event. It's a Mar/Sep review.
We expect a one-way flow of US$375mm for June 2026, which translates to a turnover of 4.3%. September will be bigger. 


[Quiddity Index] MV Junior Gold Miners Jun26 Rebal Results: Limited Flows

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.</li>
<li>In this insight, we take a look at our updated capping flow expectations for the June 2026 rebalance.</li>
<li>We also present our index change expectations for the <em>next</em> semiannual index review, which will take place in September 2026.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.
In this insight, we take a look at our updated capping flow expectations for the June 2026 rebalance.
We also present our index change expectations for the next semiannual index review, which will take place in September 2026.


[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping Flows and Index Changes

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.</li>
<li>This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.</li>
<li>There will be no index name changes for the June 2026 rebal event. However, we currently expect a one-way flow of US$281mm for June 2026 due to capping/re-capping.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.
This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.
There will be no index name changes for the June 2026 rebal event. However, we currently expect a one-way flow of US$281mm for June 2026 due to capping/re-capping.


[Quiddity Index] MV Junior Gold Miners Jun26: Capping Flow Expectations

United Kingdom

Endeavour Mining is a multinational gold mining company primarily focused on exploration, extraction, and processing of gold from its various mining assets in West Africa. The company operates mines across Côte d'Ivoire, Burkina Faso, and Senegal, producing gold for various industries, including jewelry, electronics, and financial markets. Endeavour Mining is headquartered in London, England, and was founded in 1988.

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Endeavour Mining (EDV LN)

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

The MV Junior Gold Miners Index rebal is a fave. Turnover is high on index construction; there are multiple ways to win. There are some BIG...

Travis Lundy

[Quiddity Index] MV Global Gold Miners Sep26 Rebal: No Changes so Far, Limited Flows

The Vault/Regis merger is likely on hold as Genesis has jumped in, delaying things. This changes the shape of things a bit. Sep26 rebal flows for...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Jun26 Rebal Results: Limited Flows

The MV Junior Gold Mining Index is an interesting index by construction. It has semiannual reviews in Mar/Sep but it has interesting capping events...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping Flows and Index Changes

The MV Junior Gold Miners Index is more important than people know. It covers an important niche, and overlaps with others. The June rebal is 2.2%...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Jun26: Capping Flow Expectations

The June 2026 "rebal" for MV Junior Gold Miners is a capping/recapping exercise. There will be no name changes. For that, no major impact trades...

Travis Lundy

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