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

Tokyo Kikai Seisakusho (6335) - Shareholders Approve Poison Pill

TOPIX Inclusion: Bull-Dog Sauce (2804) Is SUPER GREEN

Quiddity Advisors

Event-Driven

<ul>
<li>The CEO and family leader Yamaguchi-san is launching an MBO to take out one of the largest Toyota dealers out there. </li>
<li>Optically, it looks fully-priced, with significant net debt and a 74% takeover premium. A closer look is, however, warranted.</li>
<li>This is large enough (despite illiquidity) to be interesting, and it could get interestinger.</li>
</ul>


The CEO and family leader Yamaguchi-san is launching an MBO to take out one of the largest Toyota dealers out there. 
Optically, it looks fully-priced, with significant net debt and a 74% takeover premium. A closer look is, however, warranted.
This is large enough (despite illiquidity) to be interesting, and it could get interestinger.


AT Group (8293 JP) MBO - Looks Fully Priced But A Closer Look Is Warranted

AT-Group Co Ltd

AT Group (8293 JP) MBO - Looks Fully Priced But A Closer Look Is Warranted