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] MV Junior Gold Miners Index Dec26: Vault-Genesis Deal Has Massive Passive Flows

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

Quiddity Leaderboard Hang Seng Index Sep26: Industrials, Materials, and Healthcare Names in Focus

TOPIX Inclusions: Who Is Ready (Jul 2026) - End of Series; New Methodology Next

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Global Gold Miners index represents the performance of large- and mid-cap gold and silver mining companies listed around the world. It underlies the biggest listed sector ETF (GDX).</li>
<li>We currently don't see any index changes for the December 2026 rebal. The potential ADDs would need to significantly outperform to trigger an index change.</li>
<li>The Vault-Genesis deal is likely to complete before the December 2026 rebal and is expected to trigger passive flows in MV Global Gold and MV Junior Gold Miners indices.</li>
</ul>


The MV Global Gold Miners index represents the performance of large- and mid-cap gold and silver mining companies listed around the world. It underlies the biggest listed sector ETF (GDX).
We currently don't see any index changes for the December 2026 rebal. The potential ADDs would need to significantly outperform to trigger an index change.
The Vault-Genesis deal is likely to complete before the December 2026 rebal and is expected to trigger passive flows in MV Global Gold and MV Junior Gold Miners indices.


[Quiddity Index] MV Global Gold Miners Dec26 Rebal: No Changes Likely; Vault-Genesis Deal Flows

Genesis Minerals

[Quiddity Index] MV Global Gold Miners Dec26 Rebal: No Changes Likely; Vault-Genesis Deal Flows