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

Toyo (1890) Says "We Reject". YFO Says "But We Didn't Talk". Medium-🌶🌶🌶 Hostile Activism To Ensue

Toyo Construction (1890) Investors/Traders Beware

YFO To Take the Fight To Toyo Construction's Board

Raysum (8890 JP) Own Share Tender - Big Accretive Buyback

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/raysum-co-ltd" target="_blank" data-smartkarma-citation="entities:6084:1" rel="noopener">Raysum Co Ltd (8890 JP)</a> has been in a weird kind of limbo for well over a year. The Chairman/Founder resigned late last year for health reasons.</li>
<li>The company needed to take action to stay listed on TSE Standard. There was a plan to transfer 60+% of the shares to a foundation, through an odd arrangement.</li>
<li>Then a hedge fund stepped up and said "I'll have 64% of the company at a near life-time high." So now we have an interesting deal. And interesting potential future.</li>
</ul>



Raysum Co Ltd (8890 JP) has been in a weird kind of limbo for well over a year. The Chairman/Founder resigned late last year for health reasons.
The company needed to take action to stay listed on TSE Standard. There was a plan to transfer 60+% of the shares to a foundation, through an odd arrangement.
Then a hedge fund stepped up and said "I'll have 64% of the company at a near life-time high." So now we have an interesting deal. And interesting potential future.


レイサム（8890 JP）の謎の入札者はヘッジファンド - そしてそれがさらに興味深い