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>This MBO is designed to for the 77-year-old Founder to take the company private.</li>
<li>The evolution of the balance sheet the last 12-18 months has been a little strange, and may not be benign. It has certainly changed the fair value lower. </li>
<li>The question, as always, is whether someone will take this up.</li>
</ul>


This MBO is designed to for the 77-year-old Founder to take the company private.
The evolution of the balance sheet the last 12-18 months has been a little strange, and may not be benign. It has certainly changed the fair value lower. 
The question, as always, is whether someone will take this up.


I O Data Device (6916) MBO - Not as Clean And Nice As One Would Like

I-O Data Device

I O Data Device (6916) MBO - Not as Clean And Nice As One Would Like