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 Jun26: Capping Flow Expectations

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping Flows and Index Changes

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping in Jun26 and 20+ ADDs Likely in Sep26

[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$1.3bn One-Way

[Quiddity Index] MV Global Gold Miners Mar26 Rebal Results: Four ADDs; US$2.7bn One-Way

[Quiddity Index] MV Global Gold Miners Mar26: 3 ADDs Likely, US$2.8bn One-Way Flow

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver global mining companies. On average, we can expect 2-3 ADDs per quarter.</li>
<li>Based on the latest data, we expect four ADDs in June 2026, but things could change in the run-up to the May-end base date.</li>
<li>We expect one-way flows of around US$600mm for June 2026. However, that number could triple due to the peculiar index weighting criteria and names moving from 'small-cap' to 'large-cap.'</li>
</ul>


The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver global mining companies. On average, we can expect 2-3 ADDs per quarter.
Based on the latest data, we expect four ADDs in June 2026, but things could change in the run-up to the May-end base date.
We expect one-way flows of around US$600mm for June 2026. However, that number could triple due to the peculiar index weighting criteria and names moving from 'small-cap' to 'large-cap.'


[Quiddity Index] MV Global Gold Miners Jun26: Multiple ADDs Expected; Bigger Flows in Jun26 Likely

Montage Gold

[Quiddity Index] MV Global Gold Miners Jun26: Multiple ADDs Expected; Bigger Flows in Jun26 Likely