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

<a href="https://www.smartkarma.com/entities/26167" target="_blank" data-smartkarma-citation="entities:26167:1">Gunosy Inc (6047 JP)</a>, which listed itself in April 2015 on the TSE's MOTHERS exchange is a leading news curation site/app in Japan. From revenues of JPY 3.2bn and OP of JPY 0.2bn in the year to May 2015, the company has grown rapidly, and as of Q1 results (end-August, reported mid-October), the company forecast JPY 10.27bn of revenues and JPY 2.2bn for the year to 31 May 2018. Consensus suggests growth will continue. On Monday December 14th, the company <a href="http://v4.eir-parts.net/v4Contents/View.aspx?cat=tdnet&amp;sid=1539738" target="_blank">announced</a> that the TSE had deemed it…

Gunosy Inc (6047 JP), which listed itself in April 2015 on the TSE's MOTHERS exchange is a leading news curation site/app in Japan. From revenues of JPY 3.2bn and OP of JPY 0.2bn in the year to May 2015, the company has grown rapidly, and as of Q1 results (end-August, reported mid-October), the company forecast JPY 10.27bn of revenues and JPY 2.2bn for the year to 31 May 2018. Consensus suggests growth will continue. On Monday December 14th, the company announced that the TSE had deemed it…

Gunosy (6047 JP) TOPIX Inclusion Event Interesting