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

JAPAN ACTIVISM:  Silchester Goes After Shiga Bank

JAPAN ACTIVISM: Silchester Goes After Chugoku Bank

JAPAN ACTIVISM: Silchester Goes After Bk of Iwate - Cheaper Than Chips

Bank of Kyoto (8369) - A Deeply Discounted Holdco Which Will Likely Not Monetize

Bank of Kyoto (8369) - A Complicated Risk Model Clarified

Bank of Kyoto (8369 JP) Raises Payout Ratio - But It's a Complicated Risk Model

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>Silchester International Investors has owned <a href="https://www.smartkarma.com/entities/bank-of-kyoto" target="_blank" data-smartkarma-citation="entities:5248:1" rel="noopener">Bank of Kyoto (8369 JP)</a> for 16 years and is now the largest shareholder in the bank.</li>
<li>They have been dissatisfied, become vocal behind the scenes with their dissatisfaction, and BoK management disagrees so they will go to the mattresses. Gently. </li>
<li>This could get some investors excited, but it is unlikely to be a successful activist effort.</li>
</ul>


Silchester International Investors has owned Bank of Kyoto (8369 JP) for 16 years and is now the largest shareholder in the bank.
They have been dissatisfied, become vocal behind the scenes with their dissatisfaction, and BoK management disagrees so they will go to the mattresses. Gently. 
This could get some investors excited, but it is unlikely to be a successful activist effort.


JAPAN ACTIVISM:  Silchester Goes After Bank of Kyoto