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

A Tragicomedy of Errors - Dealing with Sharp Sharpish

Equity Bottom-Up

<p>My piece on <a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391">Sharp Corp</a> last week titled <a href="https://www.smartkarma.com/insights/a-tragicomedy-of-errors-dealing-with-sharp-sharpish" target="_blank" data-smartkarma-citation="insights:2212">A Tragicomedy of Errors - Dealing with Sharp Sharpish</a> pointed out that the major players (The Banks, The INCJ/JDI, METI, The Employees, Samsung, Hon Hai, and others) would all likely rather see existing minority shareholders thrown under the bus than see their interests further maligned. The piece discussed the relatively dire situation facing Sharp. I pointed out that effectively ALL the remaining debt was in the form of loans due within the year…</p>

My piece on Sharp Corp last week titled A Tragicomedy of Errors - Dealing with Sharp Sharpish pointed out that the major players (The Banks, The INCJ/JDI, METI, The Employees, Samsung, Hon Hai, and others) would all likely rather see existing minority shareholders thrown under the bus than see their interests further maligned. The piece discussed the relatively dire situation facing Sharp. I pointed out that effectively ALL the remaining debt was in the form of loans due within the year…

Lost in Translation - A 500bn Yen Deal for Sharp?