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 Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

Quiddity Leaderboard SE600 Sep26: Base Date Six Weeks Out; Seven ADDs and DELs Likely

Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping in Jun26 and 20+ ADDs Likely in Sep26

[Quiddity Index] MV Junior Gold Miners Jun26/Sep26: Capping Flows and Index Changes

[Quiddity Index] MV Junior Gold Miners Jun26: Capping Flow Expectations

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world.</li>
<li>We like it because it is a little complicated and there is significant tracking. There will be no index changes for the June 2026 rebal event. It's a Mar/Sep review.</li>
<li>We expect a one-way flow of US$375mm for June 2026, which translates to a turnover of 4.3%. September will be bigger. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world.
We like it because it is a little complicated and there is significant tracking. There will be no index changes for the June 2026 rebal event. It's a Mar/Sep review.
We expect a one-way flow of US$375mm for June 2026, which translates to a turnover of 4.3%. September will be bigger. 


[Quiddity Index] MV Junior Gold Miners Jun26 Rebal Results: Limited Flows

Coeur Mining

[Quiddity Index] MV Junior Gold Miners Jun26 Rebal Results: Limited Flows