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] Van Eck Gold Miners ETF (GDX) Sep25 Rebal - $5.8bn of Gold Stocks To Trade

Quiddity Leaderboard ASX Sep25: Spartan-Ramelius Deal Consequences + Many High-Impact Index Changes

[Quiddity Index] Van Eck Gold Miners ETF (GDX) - Benchmark Change for Sep Rebal - $2.8bn One Way

Quiddity Advisors

Index Rebalance

<ul>
<li>Friday post-close the MarketVector™️ Global Gold Miners Index announced its rebalance changes and as a result, the flows for the VanEck Gold Miners ETF are known.</li>
<li>As per the expectations of our Quiddity Index PS, the MVGDX added only <a href="https://www.smartkarma.com/entities/ramelius-resources-ltd" target="_blank" data-smartkarma-citation="entities:5968:1" rel="noopener">Ramelius Resources (RMS AU)</a> resulting in 8 ADDs and 24 DELs for the VanEck benchmark change.</li>
<li>The significant move in gold prices the last month have more than doubled the deletion/capping flow total to $12.6bn. There are some REALLY big flows here. </li>
</ul>


Friday post-close the MarketVector™️ Global Gold Miners Index announced its rebalance changes and as a result, the flows for the VanEck Gold Miners ETF are known.
As per the expectations of our Quiddity Index PS, the MVGDX added only Ramelius Resources (RMS AU) resulting in 8 ADDs and 24 DELs for the VanEck benchmark change.
The significant move in gold prices the last month have more than doubled the deletion/capping flow total to $12.6bn. There are some REALLY big flows here. 


[Quiddity Index] VanEck Gold Miners ETF (GDX) Rebal Results - 8 ADDs, 24 DELs