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 Advisors

Event-Driven

SLIGHTLY LARGER THAN SMALLCAP TOPIX INCLUSION EVENTIn March 2016, smallcap application developer <a href="https://www.smartkarma.com/entities/25879" target="_blank" data-smartkarma-citation="entities:25879:1">Akatsuki Inc (3932 JP)</a> IPOed on the TSE Mothers exchange. The company was launched in 2010, and is a mobile phone game development company. As the CEO said in a Nikkei <a href="https://asia.nikkei.com/Business/Companies/Taiwan-hub-key-to-global-success-for-game-developer-Akatsuki" target="_blank">article</a> in July (which is worth reading), the general consensus is that only one in 10 games will do well, but the company had released 16 games as of then and 14 had made money. The company has opened a Taiwan office to sell games…

SLIGHTLY LARGER THAN SMALLCAP TOPIX INCLUSION EVENTIn March 2016, smallcap application developer Akatsuki Inc (3932 JP) IPOed on the TSE Mothers exchange. The company was launched in 2010, and is a mobile phone game development company. As the CEO said in a Nikkei article in July (which is worth reading), the general consensus is that only one in 10 games will do well, but the company had released 16 games as of then and 14 had made money. The company has opened a Taiwan office to sell games…

Akatsuki (3932 JP) TOPIX Inclusion - Low ADV to Buy but Lotsa Growth In There