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 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 Leaderboard DAX/MDAX Sep 26: One DAX Change Likely; Reference Period Starting Soon

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

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>This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).</li>
<li>The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.</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. 
This index regularly sees double-digit changes at its semi-annual reviews, and September 2026 is shaping up that way; we expect 20+ index changes (ADDs/DELs).
The top 5 fixed-weight capping in this index creates interesting UP/DOWN weights, and the race for the top 5 is tight. BIG Day Counts to trade here.


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

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

Omai Gold Mines

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