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 Dec26 Rebal: No Changes Likely; Vault-Genesis Deal Flows

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

TOPIX Inclusions: Who Is Ready (Jul 2026) - End of Series; New Methodology Next

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index tracks the performance of small-cap gold and silver mining companies listed around the world. Lots of AUM on the ETF means big impact sometimes.</li>
<li>There will be no index changes for the December 2026 rebal event. However, we currently expect a one-way flow of US$43mm for December 2026 due to capping/re-capping.</li>
<li>The Vault-Genesis deal is expected to complete before the December 2026 rebal. Vault faces over two months of ADV to sell and Genesis over a month to buy, both US$1bn+.</li>
</ul>


The MV Junior Gold Miners index tracks the performance of small-cap gold and silver mining companies listed around the world. Lots of AUM on the ETF means big impact sometimes.
There will be no index changes for the December 2026 rebal event. However, we currently expect a one-way flow of US$43mm for December 2026 due to capping/re-capping.
The Vault-Genesis deal is expected to complete before the December 2026 rebal. Vault faces over two months of ADV to sell and Genesis over a month to buy, both US$1bn+.


[Quiddity Index] MV Junior Gold Miners Index Dec26: Vault-Genesis Deal Has Massive Passive Flows

Genesis Minerals

[Quiddity Index] MV Junior Gold Miners Index Dec26: Vault-Genesis Deal Has Massive Passive Flows