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 Index Feb25] MV Junior Gold Miners Index Mar25 Rebal: One Big Delete, 8.8% One Way.

Quiddity MV Jr Gold Miners Mar25 Rebalance Flows: 7 ADDs No DELETEs And $640mm Round Trip Flows

Quiddity Leaderboard HSCEI Jun25: Large Price Swings Needed to Trigger Index Changes

[Quiddity Index] MVIS Junior Gold Miners Index Dec24 Rebalance Results: Flow Expectations

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners Index represents the performance of small-cap gold and silver mining companies listed around the world.</li>
<li>This index is reviewed semi-annually in March and September. During these reviews, names can be added or deleted from the index.</li>
<li>Below we take a look at the latest lists of potential ADDs and DELs for the Index Rebal Event in March 2025. </li>
</ul>


The MV Junior Gold Miners Index represents the performance of small-cap gold and silver mining companies listed around the world.
This index is reviewed semi-annually in March and September. During these reviews, names can be added or deleted from the index.
Below we take a look at the latest lists of potential ADDs and DELs for the Index Rebal Event in March 2025. 


[Quiddity Index Jan25] MV Junior Gold Miners Index Mar 25 Rebal: Multiple Adds, 4.4% 1-Way Turnover

IAMGOLD

[Quiddity Index Jan25] MV Junior Gold Miners Index Mar 25 Rebal: Multiple Adds, 4.4% 1-Way Turnover