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

SE600 Jun 23 Rebal: Past Trades Successful, DELs Could Underperform Index over the Next ~2 Weeks

Quiddity Leaderboard SE600 Sep 23: One Intra-Review Change and 4 Regular ADDs/DELs Likely

Quiddity Leaderboard SE600 Sep 23: CD Projekt Could Become an Intra-Review ADD

Quiddity Leaderboard for UK F100/​250 June 2023: Mediclinic Replacement Candidates Have High Impact

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>In this insight, we take a look at Quiddity's final predictions for index changes for the  F100 and F250 indices for the June 2023 Rebalance.</li>
<li>The index changes are likely to be confirmed after market close today.</li>
<li>We expect one change for the F100 index and six changes for the F250 index.</li>
</ul>


In this insight, we take a look at Quiddity's final predictions for index changes for the  F100 and F250 indices for the June 2023 Rebalance.
The index changes are likely to be confirmed after market close today.
We expect one change for the F100 index and six changes for the F250 index.


Quiddity Final Thoughts for F100/​250 June 23: Multiple High-Impact Changes Likely

Empiric Student Property

Quiddity Final Thoughts for F100/250 June 23: Multiple High-Impact Changes Likely

Empiric Student Property

Quiddity Final Thoughts for F100/​250 June 23: Multiple High-Impact Changes Likely

Quiddity Final Thoughts for F100/250 June 23: Multiple High-Impact Changes Likely