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

Kito (6409) - KKR/Crosby Takeover Launches - High Premium in Weak Year, But Still Light to Value

Kito (6409) - Shareholder Register Quirks Evolving - Becoming More Arb-Y Less Friendly

Kito (6409) Goes Private. Again. This Time With KKR, But Watch the Register

Kito (6409) Shareholder Register Getting Interestinger

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kito-corporation" target="_blank" data-smartkarma-citation="entities:19512:1" rel="noopener">Kito Corporation (6409 JP)</a> is under offer by KKR unit Crosby, which announced a takeover in mid-May.</li>
<li>Anti-Trust and foreign review will take a few months, and so we wait. In the meantime, the shareholder register has changed significantly. This remains an interesting option.</li>
<li>And now, global market ructions offer arbitrageurs a meaningful opportunity.</li>
</ul>



Kito Corporation (6409 JP) is under offer by KKR unit Crosby, which announced a takeover in mid-May.
Anti-Trust and foreign review will take a few months, and so we wait. In the meantime, the shareholder register has changed significantly. This remains an interesting option.
And now, global market ructions offer arbitrageurs a meaningful opportunity.


Kito Corporation

Kito (6409) - Now Sitting Pretty