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

Diageo Proposes Another Partial Tender for Sichuan Swellfun

Quiddity Advisors

Event-Driven

<p>UK alcoholic drinks conglomerate <a href="https://www.smartkarma.com/entities/977" target="_blank" data-smartkarma-citation="entities:977:1">Diageo Plc (DGE LN)</a> bought a stake in <a href="https://www.smartkarma.com/entities/6645" target="_blank" data-smartkarma-citation="entities:6645:1">Sichuan Swellfun Co Ltd A (600779 CH)</a> in 2007, then through a 49% stake in Sichuan Chengdu Quanxing Group which owned ~40% of the Chinese baiju maker. In 2011 Diageo raised its stake in Sichuan Chengdu Quanxing Group from 49% to 53% by paying US$21mm to Chengdu Yingsheng Investment Holding Co. which lowered its stake to 47%.</p><p>In 2013, Diageo spent £233m to buy out Chengdu Yingsheng Investment Holding Co.'s 47% to go from a…</p>

UK alcoholic drinks conglomerate Diageo Plc (DGE LN) bought a stake in Sichuan Swellfun Co Ltd A (600779 CH) in 2007, then through a 49% stake in Sichuan Chengdu Quanxing Group which owned ~40% of the Chinese baiju maker. In 2011 Diageo raised its stake in Sichuan Chengdu Quanxing Group from 49% to 53% by paying US$21mm to Chengdu Yingsheng Investment Holding Co. which lowered its stake to 47%.In 2013, Diageo spent £233m to buy out Chengdu Yingsheng Investment Holding Co.'s 47% to go from a…

Diageo / Sichuan Swellfun Partial Tender - A Last Minute Deal in China