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

JAPAN Quarter-End Fun And/-Ding Games : Sep 2017

Quiddity Advisors

Event-Driven

After the close today, the Nikkei <a href="https://indexes.nikkei.co.jp/en/nkave/archives/news/21070905E_1.pdf" target="_blank">announced</a> the changes to its Nikkei 225 Average and Nikkei 300 Index based on its annual rebalance methodology. In the Nikkei 225, <a href="https://www.smartkarma.com/entities/15070" target="_blank" data-smartkarma-citation="entities:15070:1">Recruit Holdings Co Ltd (6098 JP)</a> and <a href="https://www.smartkarma.com/entities/359" target="_blank" data-smartkarma-citation="entities:359:1">Japan Post Holdings Co Ltd (6178 JP)</a> have been added and <a href="https://www.smartkarma.com/entities/9090" target="_blank" data-smartkarma-citation="entities:9090:1">Meidensha Corp (6508 JP)</a> and <a href="https://www.smartkarma.com/entities/7802" target="_blank" data-smartkarma-citation="entities:7802:1">Hokuetsu Kishu Paper Co Ltd (3865 JP)</a> have been removed. For the Nikkei 300, <a href="https://www.smartkarma.com/entities/1801" target="_blank" data-smartkarma-citation="entities:1801:1">Avex Group Holdings Inc (7860 JP)</a> will be removed and <a href="https://www.smartkarma.com/entities/8736" target="_blank" data-smartkarma-citation="entities:8736:1">Hakuhodo Dy Holdings Inc (2433 JP)</a> will be added. This is a non-event in my…

After the close today, the Nikkei announced the changes to its Nikkei 225 Average and Nikkei 300 Index based on its annual rebalance methodology. In the Nikkei 225, Recruit Holdings Co Ltd (6098 JP) and Japan Post Holdings Co Ltd (6178 JP) have been added and Meidensha Corp (6508 JP) and Hokuetsu Kishu Paper Co Ltd (3865 JP) have been removed. For the Nikkei 300, Avex Group Holdings Inc (7860 JP) will be removed and Hakuhodo Dy Holdings Inc (2433 JP) will be added. This is a non-event in my…

2017 Annual Nikkei 225 Rebalance Analyzed