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 Mar26 Rebal: Multiple Changes Possible; ~US$754mn One-Way

Canada/TSX Composite Index Forecast - Mar26: 7 Additions, 0 Deletions

Quiddity Leaderboard F100/F250 Mar26: Ashtead DEL Soon; 2 Weeks to Base Date

[Quiddity Index] MV Junior Gold Miners Dec25 Rebalance Results: Flow Expectations

[Quiddity Index Feb25] MV Junior Gold Miners Index Mar25 Rebal: One Big Delete, 8.8% One Way.

[Quiddity Index Jan25] MV Junior Gold Miners Index Mar 25 Rebal: Multiple Adds, 4.4% 1-Way Turnover

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. We like it because of impact.</li>
<li>This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.</li>
<li>There are many expected changes for the March 2026 rebal event and we currently see one-way flow of US$1.3bn for March 2026.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. We like it because of impact.
This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.
There are many expected changes for the March 2026 rebal event and we currently see one-way flow of US$1.3bn for March 2026.


VanEck Vectors Junior Gold Miners ETF (GDXJ US)

Industrias Penoles, S.A.B. De C.V. (PE&OLES* MM EQUITY)

[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$1.3bn One-Way

Montage Gold

[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$1.3bn One-Way