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 Results: 44 ADDs and 2 DELs; ~1.35bn One-Way Flows

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

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

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

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.</li>
<li>We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.</li>
<li>The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.
We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.
The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. 


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

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows

Pan American Silver

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows