Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Fujicco is one of those small Japanese food companies which many investors ignore, with low volatility of revenues (until recently) and stock price.  </li>
<li>The company makes its money from sales of Kombu (a seaweed product), a wide variety of delicatessen products, boiled bean snacks, yogurt products, and desserts. It is small but ubiquitous.</li>
<li>On Monday, the company announced a BIG buyback - its first in many years. The shareholder structure and buyback format is quite informative as to how this may play out.</li>
</ul>


Fujicco is one of those small Japanese food companies which many investors ignore, with low volatility of revenues (until recently) and stock price.  
The company makes its money from sales of Kombu (a seaweed product), a wide variety of delicatessen products, boiled bean snacks, yogurt products, and desserts. It is small but ubiquitous.
On Monday, the company announced a BIG buyback - its first in many years. The shareholder structure and buyback format is quite informative as to how this may play out.


Fujicco Co Ltd

BIG Fujicco (2908 JP) Buyback