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] KOSPI 200 Leaderboard for Dec26 Rebal: Still 6+6; One Name Change

[Quiddity Index] KOSPI 200 Leaderboard for Dec26 Rebal: 5 ADDs, 6 DELs

Quiddity Advisors

Index Rebalance

<ul>
<li>KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). </li>
<li>In this insight, we take an <em>early</em> look at the names leading the race to become ADDs and DELs during the next semiannual review in December 2026.</li>
<li>As of today, we expect 6 ADDs/6 DELs, but with most of the reference period remaining, it’s far too early to bet on these names. </li>
</ul>


KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). 
In this insight, we take an early look at the names leading the race to become ADDs and DELs during the next semiannual review in December 2026.
As of today, we expect 6 ADDs/6 DELs, but with most of the reference period remaining, it’s far too early to bet on these names. 


[Quiddity Index] KOSPI 200 Leaderboard for Dec26 Rebal: 6 In/Out But Too Early to Bet

Asia Holdings

[Quiddity Index] KOSPI 200 Leaderboard for Dec26 Rebal: 6 In/Out But Too Early to Bet