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>In mid-December 2025, long-time and well-known Hiroshima construction business icon Fujita Kimiyasu passed. "His" company <a href="https://www.smartkarma.com/entities/br-holdings-corp" target="_blank" data-smartkarma-citation="entities:19365:1" rel="noopener">Br Holdings (1726 JP)</a> was basically in play.</li>
<li>
<a href="https://www.smartkarma.com/entities/yokogawa-bridge-holdings-cor" target="_blank" data-smartkarma-citation="entities:5571:1" rel="noopener">Yokogawa Bridge Holdings Cor (5911 JP)</a> has stepped up to buy the Fujita family, employees, and customer associations out of their holdings. </li>
<li>This appears optically high-priced, but there is a real estate sale already (for a building not in the yuho), and there is more behind, and a LOT of receivables. </li>
</ul>


In mid-December 2025, long-time and well-known Hiroshima construction business icon Fujita Kimiyasu passed. "His" company Br Holdings (1726 JP) was basically in play.

Yokogawa Bridge Holdings Cor (5911 JP) has stepped up to buy the Fujita family, employees, and customer associations out of their holdings. 
This appears optically high-priced, but there is a real estate sale already (for a building not in the yuho), and there is more behind, and a LOT of receivables. 


[Japan M&A] Yokogawa Bridge To Buy Hiroshima-Based BR Holdings (1726 JP) After CEO's Passing ¥530