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 Leaderboard-S&P/​​​​​​​​​ASX Mar 23: Multiple Names with Decent Impact

Quiddity Leaderboard-S&P/​​​​​​​​​​ASX Mar 23: Time to Be Bullish ASX 200 & 300 Potential ADDs

Quiddity ASX Rebal Mar 23: Good Hit Rate, Some Short Buildup, Decent Impact

S&P/​​​​​​​​ASX Quiddity Leaderboard Mar 23: Index Changes Galore

Link Admin Is Cheap Amid PEXA In-Specie And Possible BCM/CM Sale

S&P ASX Dec 22 Rebalance: MND Is the Top Pick

Quiddity Advisors

Event-Driven

<ul>
<li>On Friday after the close, S&amp;P DJI Indices announced that <a href="https://www.smartkarma.com/entities/pexa-group-ltd" target="_blank" data-smartkarma-citation="entities:34716:1" rel="noopener">PEXA Group (PXA AU)</a> would replace <a href="https://www.smartkarma.com/entities/pendal-group-ltd" target="_blank" data-smartkarma-citation="entities:15795:1" rel="noopener">Pendal Group (PDL AU)</a> in the S&amp;P ASX 200 on 12 January at close.</li>
<li>This is unsurprising. Pendal was scheduled to exit in January due to takeover. PEXA was already an interim S&amp;P ASX 200 member after the distribution by <a href="https://www.smartkarma.com/entities/link-administration-holdings-ltd" target="_blank" data-smartkarma-citation="entities:970:1" rel="noopener">Link Administration (LNK AU)</a>.</li>
<li>The timing is conveniently in the timeframe for the LNK distribution of PXA shares to its shareholders implemented on the 10th. </li>
</ul>


On Friday after the close, S&amp;P DJI Indices announced that PEXA Group (PXA AU) would replace Pendal Group (PDL AU) in the S&amp;P ASX 200 on 12 January at close.
This is unsurprising. Pendal was scheduled to exit in January due to takeover. PEXA was already an interim S&amp;P ASX 200 member after the distribution by Link Administration (LNK AU).
The timing is conveniently in the timeframe for the LNK distribution of PXA shares to its shareholders implemented on the 10th. 


PEXA (PXA) Replaces Pendal (PDL) In the S&P ASX 200, Getting into the Distro Mix