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 Advisors

Index Rebalance

<ul>
<li>The MV Global Rare Earth and Strategic Metals Index (largest ETF is <a href="https://www.smartkarma.com/entities/vaneck-rare-earth-strategic-me" target="_blank" data-smartkarma-citation="entities:32320:1" rel="noopener">VanEck Rare Earth/Strategic Me (REMX US)</a>) announced results Friday. 3 ADDs, No DELs. Capping.  </li>
<li>We see US$411mm to trade one-way and 9.6% turnover across the index.</li>
<li>There's a fair bit of capping and 5 names have more than 1 day of ADV to sell because of that.</li>
</ul>


The MV Global Rare Earth and Strategic Metals Index (largest ETF is VanEck Rare Earth/Strategic Me (REMX US)) announced results Friday. 3 ADDs, No DELs. Capping.  
We see US$411mm to trade one-way and 9.6% turnover across the index.
There's a fair bit of capping and 5 names have more than 1 day of ADV to sell because of that.


Global X Lithium & Battery Tech ETF (LIT US)

[Quiddity Index] MV Global Rare Earth & Strategic Mtls Jun26 Rebal; 3 ADDs, 10.3% T/O, $445mm 1-Way

Elevra Lithium

[Quiddity Index] MV Global Rare Earth & Strategic Mtls Jun26 Rebal; 3 ADDs, 10.3% T/O, $445mm 1-Way