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

Event-Driven

SMALLCAP TOPIX INCLUSION EVENTIn March 2016, an unexciting smallcap named <a href="https://www.smartkarma.com/entities/25492" target="_blank" data-smartkarma-citation="entities:25492:1">Nakamoto Packs Co Ltd (7811 JP)</a> listed on the TSE2. It is not a horribly exciting business - they print or coat materials for food packs using a gravure process (a rotary printing press technology using engraved cylinders to print). In the intervening 16-17 months to this week, the stock doubled from its IPO price of JPY 1470/share to just over JPY 3000/share.As per TSE rules, stocks which have an initial listing on TSE2…

SMALLCAP TOPIX INCLUSION EVENTIn March 2016, an unexciting smallcap named Nakamoto Packs Co Ltd (7811 JP) listed on the TSE2. It is not a horribly exciting business - they print or coat materials for food packs using a gravure process (a rotary printing press technology using engraved cylinders to print). In the intervening 16-17 months to this week, the stock doubled from its IPO price of JPY 1470/share to just over JPY 3000/share.As per TSE rules, stocks which have an initial listing on TSE2…

Nakamoto Packs (7811) TOPIX Inclusion Event