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

Tax-Loss Selling in Australia 2024 - A Trade Basket [Updated]

Tax-Loss Selling in Australia 2024 - The May Basket (April Basket +2.3 to +6.3% Rtn)

Tax-Loss Selling In Australia 2024 - Time To Reverse The Trade (7.2-8.6% Rtn in Two Months So Far)

[Update] Tax-Loss Selling In Australia - Closing the Circle on the Rebound Trade

Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade Basket

[UPDATE] Tax-Loss Selling in Australia - Time To Unwind the Basket

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>I am not a tax advisor and I do not play one on TV but it is a subject of interest in Australia, as <a href="https://www.afr.com/wealth/personal-finance/opportunities-as-investors-sell-stocks-for-tax-losses-before-june-30-20220527-p5ap0w" target="_blank" rel="noopener">an AFR article</a> from June 2022 shows.</li>
<li>The general gist: retail investors in Australia will take gains on stocks which run up in price, or get taken over, then look for losses to offset.</li>
<li>Below I present a study using data from 2012-2023 and this year's portfolio.</li>
</ul>


I am not a tax advisor and I do not play one on TV but it is a subject of interest in Australia, as an AFR article from June 2022 shows.
The general gist: retail investors in Australia will take gains on stocks which run up in price, or get taken over, then look for losses to offset.
Below I present a study using data from 2012-2023 and this year's portfolio.


Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade Basket

IDP Education

Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade Basket