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

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<p>Prior seasonality-related insights such as <a href="https://www.smartkarma.com/insights/sell-in-may-and-go-away-historical-data-is-mixed-but-summertime-for-us-equities-isn-t-great" target="_blank" data-smartkarma-citation="insights:3623">“Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great.</a> and <a href="https://www.smartkarma.com/insights/stock-market-seasonality-januaries-superbowls-third-years-shemitah-cycles-oy-vey" target="_blank" data-smartkarma-citation="insights:1296">Stock Market Seasonality - Januaries, SuperBowls, Third Years, Shemitah Cycles - Oy Vey!</a> suggest that the risk reward of the "Sell in May and Go Away" strategy is pretty good (i.e. the reward of holding equities vs the volatility of doing so in that period is not great). In Japan, it seems even better to stay away from May1 to the end of October. Over…</p>

Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and Stock Market Seasonality - Januaries, SuperBowls, Third Years, Shemitah Cycles - Oy Vey! suggest that the risk reward of the "Sell in May and Go Away" strategy is pretty good (i.e. the reward of holding equities vs the volatility of doing so in that period is not great). In Japan, it seems even better to stay away from May1 to the end of October. Over…

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

NTT (Nippon Telegraph & Telephone) (9432 JP)

Japan Equity (Bias & Sector) Seasonality: Q4 Trends