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 Sep26 Results: No Changes; ~US$690mm One-Way

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

Genesis Crashes Regis & Vault's Party With Superior Terms

[Quiddity Index] MV Global Gold Miners Jun26 Rebal Results: Nine ADDs; US$1.4bn One-Way

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>Currently, we still don't see any index changes for September 2026. The official results will be announced at the close of 11th September 2026.</li>
<li>We see around US$230mm of one-way flow. But this could drastically change if any 'Large-Small- weight' name changes occur.</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. 
Currently, we still don't see any index changes for September 2026. The official results will be announced at the close of 11th September 2026.
We see around US$230mm of one-way flow. But this could drastically change if any 'Large-Small- weight' name changes occur.


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

Franco-Nevada

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