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

Proto Corp (4298) - Large Active Holders Going Activish-Y

Proto Corp (4298 JP) - Activists Getting More Activish, Watch for Position Changes?

[Activism Japan] Proto Corp (4298 JP) - Kaname Capital Files an Injunction? Bold Strategy, Cotton...

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/proto-corp" target="_blank" data-smartkarma-citation="entities:2511:1" rel="noopener">Proto Corp (4298 JP)</a> is not the name on people's lips, but everyone who knows cars in Japan knows this company. They have run car mags for decades.</li>
<li>Now they do other things too but car magazines, websites, and associated data provision are worth 90% of OP. And they are ubiquitous, and growth has been good. </li>
<li>Management forecasts for growth are a damp squib. This is opportunistic. </li>
</ul>



Proto Corp (4298 JP) is not the name on people's lips, but everyone who knows cars in Japan knows this company. They have run car mags for decades.
Now they do other things too but car magazines, websites, and associated data provision are worth 90% of OP. And they are ubiquitous, and growth has been good. 
Management forecasts for growth are a damp squib. This is opportunistic. 


Proto Corp (4298) - MBO After Restatement Scandal Is Opportunistic at ¥2,100 (+64%)