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: Multiple ADDs Expected; Bigger Flows in Jun26 Likely

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

[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 Advisors

Index Rebalance

<ul>
<li>The MV Global Gold Miners index represents the performance of high and mid-cap gold and silver mining companies listed around the world.</li>
<li>There will be four ADDs for the March 2026 rebal event. We predicted two correctly and the other two were surprises.</li>
<li>We expect a one-way flow of US$2.7bn and a turnover of ~7.2% for March 2026. Most of this is recapping flows of the large caps.</li>
</ul>


The MV Global Gold Miners index represents the performance of high and mid-cap gold and silver mining companies listed around the world.
There will be four ADDs for the March 2026 rebal event. We predicted two correctly and the other two were surprises.
We expect a one-way flow of US$2.7bn and a turnover of ~7.2% for March 2026. Most of this is recapping flows of the large caps.


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

Greatland Resources

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