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>
<a href="https://www.smartkarma.com/entities/sharingtechnology-inc" target="_blank" data-smartkarma-citation="entities:26948:1" rel="noopener">Sharingtechnology Inc (3989 JP)</a> popped sharply after a Mergermarket article in late June. It went up 40% then climbed through July and August. </li>
<li>The company was up for auction and there were multiple bidders in the First Round. It went to a second in July-August and only MBK bid. </li>
<li>Activist AVI asked for a little more (holds bowl out Oliver-style) and got it. This looks done to me, even if it <em>feels</em> a bit light in aspiration.</li>
</ul>



Sharingtechnology Inc (3989 JP) popped sharply after a Mergermarket article in late June. It went up 40% then climbed through July and August. 
The company was up for auction and there were multiple bidders in the First Round. It went to a second in July-August and only MBK bid. 
Activist AVI asked for a little more (holds bowl out Oliver-style) and got it. This looks done to me, even if it feels a bit light in aspiration.


[Japan M&A] MBK Wins Auction for Sharingtechnology (3989 JP) At ¥1,550/Share - Looks Clean