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 Mar26: 3 ADDs Likely, US$2.8bn One-Way Flow

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

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

[Quiddity Index] MV Global Gold Miners Dec25: Still 2 ADDs Expected; Closing in on Base Date

[Quiddity Index] MV Global Gold Miners Dec25 Rebalance Results: Five ADDs; US$4bn One-Way Flow

[Quiddity Index] MV Global Gold Miners Dec25: 2 ADDs Expected; US$1.8bn One-Way Flows

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.</li>
<li>This index is reviewed and rebalanced quarterly during which names can be added or deleted from the index. Our expectations for the March 2026 index rebal event are presented here.</li>
<li>At the moment, we expect <em>at least</em> two ADDs for March 2026, with one-way flow of US$2.9bn. </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.
This index is reviewed and rebalanced quarterly during which names can be added or deleted from the index. Our expectations for the March 2026 index rebal event are presented here.
At the moment, we expect at least two ADDs for March 2026, with one-way flow of US$2.9bn. 


Industrias Penoles, S.A.B. De C.V. (PE&OLES* MM EQUITY)

[Quiddity Index] MV Global Gold Miners Mar26: 2 ADDs Likely, One More Maybe; US$2.9bn One-Way Flow

Agnico Eagle Mines

[Quiddity Index] MV Global Gold Miners Mar26: 2 ADDs Likely, One More Maybe; US$2.9bn One-Way Flow