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

NVIDIA Q126. China Restrictions Bring QoQ Growth Screeching To A Halt

Nvidia 1Q26: The Good Times Keep Rolling, the Stock Is Not Expensive

All Eyes On Nvidia (NVDA US): Post-Earnings Outlook and Profit Targets

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV US Listed Semiconductor 25 index represents the performance of the biggest US-listed companies in the semiconductor industry.</li>
<li>There will be no index changes for the June 2025 rebalance event.</li>
<li>We expect a one-way flow of US$700mn for June 2025.</li>
</ul>


The MV US Listed Semiconductor 25 index represents the performance of the biggest US-listed companies in the semiconductor industry.
There will be no index changes for the June 2025 rebalance event.
We expect a one-way flow of US$700mn for June 2025.


Taiwan Semiconductor (TSMC) - ADR (TSM US)

[Quiddity Index] MV US Semiconductor Jun25 Rebalance Results: Flow Expectations

NVIDIA Corp

[Quiddity Index] MV US Semiconductor Jun25 Rebalance Results: Flow Expectations