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 Jun26 Rebal Results: Limited Flows

[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 Index] MV Junior Gold Miners Mar26 Results: 27 ADDs and 3 DELs; US$2bn One-Way

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

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

[Quiddity Index] MV Global Gold Miners Jun26: Multiple ADDs Expected; Bigger Flows in Jun26 Likely

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.</li>
<li>We see roughly US$236mm on one-way capping flow in June 2026.</li>
<li>We also present our ADDs/DELs for the next semiannual index review in September 2026.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.
We see roughly US$236mm on one-way capping flow in June 2026.
We also present our ADDs/DELs for the next semiannual index review in September 2026.


VanEck Vectors Junior Gold Miners ETF (GDXJ US)

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

Endeavour Mining

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