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>Friday after the close, Tokyo student housing specialist <a href="https://www.smartkarma.com/entities/j-s-b-co-ltd" target="_blank" data-smartkarma-citation="entities:46379:1" rel="noopener">J.S.B (3480 JP)</a> announced a takeover by Warburg Pincus' Asia real estate fund.</li>
<li>The family which owns 38.5% and Hikari Tsushin which owns 19+% have agreed. The family will reinvest in a 30% stake, taking out substantial cash.  </li>
<li>This is a big win for investors. The stock was trading somewhat cheap in late March when a specialist media article said it was in Round 2. +172% from there.</li>
</ul>


Friday after the close, Tokyo student housing specialist J.S.B (3480 JP) announced a takeover by Warburg Pincus' Asia real estate fund.
The family which owns 38.5% and Hikari Tsushin which owns 19+% have agreed. The family will reinvest in a 30% stake, taking out substantial cash.  
This is a big win for investors. The stock was trading somewhat cheap in late March when a specialist media article said it was in Round 2. +172% from there.


[Japan M&A] JSB Gets A Big Bid from Warburg Pincus at ¥9,000 - +172% from Undisturbed