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

[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 in Jun26 and 20+ ADDs Likely in Sep26

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

[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 Advisors

Index Rebalance

Industrias Penoles, S.A.B. De C.V. / Index Rebalance

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

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world.</li>
<li>We expect many index changes to the March 2026 rebal event.</li>
<li>We currently see a one-way flow of around US$1.2bn, largely driven by changes in the composition of the top five holdings by weight.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world.
We expect many index changes to the March 2026 rebal event.
We currently see a one-way flow of around US$1.2bn, largely driven by changes in the composition of the top five holdings by weight.


[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$754mn One-Way