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 Global Gold Miners Jun26 Rebal Results: Nine ADDs; US$1.4bn One-Way

[Quiddity Index] MV Global Gold Miners Sep26 Rebal: No Changes so Far, Limited Flows

[Quiddity Index] MV Global Gold Miners Sep26 Rebal: Base Date Soon; Vault-Genesis Deal Consequences

[Quiddity Index] MV Global Gold Miners Jun26: Five ADDs Possible; US$1.2bn+ One-Way Flows

Regis Resources (RRL AU) & Vault Minerals (VAU AU) Claim Each Other

[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 global gold and silver mining companies. We expect 2-3 ADDs on average each quarter.</li>
<li>Based on the latest data, we now see six ADDs in June 2026 and a one-way flow of US$1.1bn.</li>
<li>The Regis-Vault merger could have consequences for the index in September 2026.</li>
</ul>


The MV Global Gold Miners index represents the performance of large and mid-cap global gold and silver mining companies. We expect 2-3 ADDs on average each quarter.
Based on the latest data, we now see six ADDs in June 2026 and a one-way flow of US$1.1bn.
The Regis-Vault merger could have consequences for the index in September 2026.


[Quiddity Index] MV Global Gold Miners Jun26: Six ADDs Likely; Base Date Approaching

Zijin Mining

[Quiddity Index] MV Global Gold Miners Jun26: Six ADDs Likely; Base Date Approaching