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 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 Junior Gold Miners Jun26: Capping Flow Expectations

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

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

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

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 is rebalanced with constituent changes possible quarterly.</li>
<li>We expect three ADDs for March 2026, with a one-way flow of US$2.8bn.</li>
<li>Things are moving very quickly within the gold sector. That means the expected flows can turn on a dime because of the peculiarities of the construction of this index. </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 is rebalanced with constituent changes possible quarterly.
We expect three ADDs for March 2026, with a one-way flow of US$2.8bn.
Things are moving very quickly within the gold sector. That means the expected flows can turn on a dime because of the peculiarities of the construction of this index. 


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

Vault Minerals Ltd

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