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

Fujitec EGM Coming 24 Feb - It's a Close-Run Thing

Fujitec (6406) EGM - It WAS a Close-Run Thing, Glass Lewis Was the Big Winner, and SCANDAL?

Activist Pressure FINALLY Works on Fujitec (6406)- Going Up? (Albeit Slowly)

Fujitec (6406) - Governance Is Messy – but that Doesn’t Mean It Isn’t Working

Quiddity Advisors

Event-Driven

<ul>
<li>Two years ago, I wrote about the history of activist attention on what was then the 8th largest elevator maker in the world <a href="https://www.smartkarma.com/entities/fujitec-co-ltd" target="_blank" data-smartkarma-citation="entities:11686:1" rel="noopener">Fujitec Co Ltd (6406 JP)</a>. </li>
<li>In <a href="https://www.smartkarma.com/insights/activist-pressure-finally-works-on-fujitec-6406-going-up-albeit-slowly" target="_blank" data-smartkarma-citation="insights:46127" rel="noopener">Activist Pressure FINALLY Works on Fujitec (6406)- Going Up? (Albeit Slowly)</a> I discussed what were still nascent efforts by Oasis to trigger change at the top. </li>
<li>On 30 November 2022, Oasis - which officially went above 5% only this past March but on 30 November reported 16.52% - called an EGM. It's worth a look.</li>
</ul>


Two years ago, I wrote about the history of activist attention on what was then the 8th largest elevator maker in the world Fujitec Co Ltd (6406 JP). 
In Activist Pressure FINALLY Works on Fujitec (6406)- Going Up? (Albeit Slowly) I discussed what were still nascent efforts by Oasis to trigger change at the top. 
On 30 November 2022, Oasis - which officially went above 5% only this past March but on 30 November reported 16.52% - called an EGM. It's worth a look.


Fujitec (6406) Activism Levelling Up - A Board Spill to Come?