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

TSE2-listed consolidated accounting software suite/services provider <a href="https://www.smartkarma.com/entities/12653" target="_blank" data-smartkarma-citation="entities:12653:1">Avant Corp (3836 JP)</a> announced its <a href="https://www.avantcorp.com/news/wp-content/uploads/2018/02/20180213.pdf" target="_blank">Q2 earnings</a>, a <a href="https://www.avantcorp.com/news/wp-content/uploads/2018/02/20180213-1.pdf" target="_blank">reassignment</a> from the TSE2 to the TSE1, and an <a href="https://www.avantcorp.com/news/wp-content/uploads/2018/02/20180213-2.pdf" target="_blank">Offering</a>.H1 Results were reported February 13th. H1 Revenues at the firm came in 14.7% better year-on-year and 5.9% better than the Toyo Keizai forecast. OP came in +11.7%yoy and 17.9% better than the TK forecast. Net Profits in H1 came in at 431mm yen, +135%yoy and 80% higher than the Toyo Keizai forecast. The company showed a 50%…

TSE2-listed consolidated accounting software suite/services provider Avant Corp (3836 JP) announced its Q2 earnings, a reassignment from the TSE2 to the TSE1, and an Offering.H1 Results were reported February 13th. H1 Revenues at the firm came in 14.7% better year-on-year and 5.9% better than the Toyo Keizai forecast. OP came in +11.7%yoy and 17.9% better than the TK forecast. Net Profits in H1 came in at 431mm yen, +135%yoy and 80% higher than the Toyo Keizai forecast. The company showed a 50%…

Avant (3836 JP) II: TSE1 Promotion and TOPIX Inclusion