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

Fujitec (6406) EGM - It WAS a Close-Run Thing, Glass Lewis Was the Big Winner, and SCANDAL?

[Japan M&A] Fujitec (6406) PE Bid Not Super High But May Be Tough To Beat

Activist Pressure FINALLY Works on Fujitec (6406)- Going Up? (Albeit Slowly)

Fujitec (6406) Activism Levelling Up - A Board Spill to Come?

Fujitec (6406) - Governance Is Messy – but that Doesn’t Mean It Isn’t Working

Quiddity Advisors

Event-Driven

<ul>
<li>Fujitec management is under the gun. Last week, both major international proxy advisors - ISS and Glass Lewis - generally favoured Oasis' <em>Spill The Board</em> candidate slates.</li>
<li>
<a href="https://www.smartkarma.com/entities/fujitec-co-ltd" target="_blank" data-smartkarma-citation="entities:11686:1" rel="noopener">Fujitec Co Ltd (6406 JP)</a>, of course, had their opinion on the matter (<a href="https://www.fujitec.com/common/fjhp/doc/top_global/document/irnews/3103/Additional%20explanatory%20material%20regarding%20our%20position%20on%20the%20extraordinary%20general%20meeting%20of%20shareholders.pdf" target="_blank" rel="noopener">Additional Explanatory Material</a>, <a href="https://www.fujitec.com/common/fjhp/doc/top_global/document/irnews/3105/Our%20Opinion%20on%20Institutional%20Shareholder%20Services%20Inc.s%20Voting%20Recommendations%20on%20the%20Agenda%20Items%20to%20be%20Proposed%20at%20the%20Extraordinary%20General%20Meeting%20of%20Shareholders.pdf" target="_blank" rel="noopener">Response re ISS</a>, <a href="https://www.fujitec.com/common/fjhp/doc/top_global/document/irnews/3115/Our%20Opinion%20on%20Glass%20Lewis%20Voting%20Recommendations%20on%20the%20Agenda%20Items%20to%20be%20Proposed%20at%20the%20Extraordinary%20General%20Meeting%20of%20Shareholders.pdf" target="_blank" rel="noopener">Response re Glass Lewis</a>) </li>
<li>How this breaks is a question. Shareholder structure analysis may take us there, but this could end mixed.</li>
</ul>


Fujitec management is under the gun. Last week, both major international proxy advisors - ISS and Glass Lewis - generally favoured Oasis' Spill The Board candidate slates.

Fujitec Co Ltd (6406 JP), of course, had their opinion on the matter (Additional Explanatory Material, Response re ISS, Response re Glass Lewis) 
How this breaks is a question. Shareholder structure analysis may take us there, but this could end mixed.


フジテックの臨時株主総会は2月24日に開催予定 - 接戦が予想される