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

Milton's Marvelous Arb Meanders Along... Marvelously

The STILL MARVELOUS Milton Arb Confirms Its Schedule - Much Marvelousness to Come

The Magnality of the Marvelous Milton Merger Makes a Moribund March To Metaphysis (It's Mirific!)

Quiddity Advisors

Event-Driven

Despite a very large move in <a href="https://www.smartkarma.com/entities/washington-h-soul-pattinson-and-co-ltd" target="_blank" data-smartkarma-citation="entities:6054:1" rel="noopener">Washington H. Soul Pattinson and Co. (SOL AU)</a> ("WHSP") on Wednesday 23 June as people started to figure out the index implications on WHSP, the arb and the <a href="https://www.smartkarma.com/entities/milton-corp-ltd" target="_blank" data-smartkarma-citation="entities:29090:1" rel="noopener">Milton Corp Ltd (MLT AU)</a> ("MLT") leg appears under-appreciated, still. The Marvelous Milton Arb still has much to offer. And for those who care, it pays to build your model. The fancy arithmetic in the Marvelous MLT Merger Model is described in <a href="https://www.smartkarma.com/insights/milton-merger-is-a-most-marvelous-arb" target="_blank" data-smartkarma-citation="insights:53464" rel="noopener">Milton Merger Is A Most Marvelous Arb</a> .Much more below the fold.

Despite a very large move in Washington H. Soul Pattinson and Co. (SOL AU) ("WHSP") on Wednesday 23 June as people started to figure out the index implications on WHSP, the arb and the Milton Corp Ltd (MLT AU) ("MLT") leg appears under-appreciated, still. The Marvelous Milton Arb still has much to offer. And for those who care, it pays to build your model. The fancy arithmetic in the Marvelous MLT Merger Model is described in Milton Merger Is A Most Marvelous Arb .Much more below the fold. 

Washington H. Soul Pattinson and Co. Ltd (SOL AU)

Milton-WHSP Merger Index Implications and the Marvelous Arb