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

Index Rebalance

<ul>
<li>The MV Global Defense Industry Index represents the performance of companies in national defense industries.</li>
<li>There will be one ADD and two DELs for the MV Global Defense Index in September 2026. There will be small changes to the index otherwise.</li>
<li>The capping of PLTR US and RTX US is expected to drive the majority of the flows.  </li>
</ul>


The MV Global Defense Industry Index represents the performance of companies in national defense industries.
There will be one ADD and two DELs for the MV Global Defense Index in September 2026. There will be small changes to the index otherwise.
The capping of PLTR US and RTX US is expected to drive the majority of the flows.  


[Quiddity Index] MV Global Defense Sep26 Rebal Results: 1 ADD and 2 DELs; US$348mm One-Way Capping

DroneShield Ltd

[Quiddity Index] MV Global Defense Sep26 Rebal Results: 1 ADD and 2 DELs; US$348mm One-Way Capping