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 MV Jr Gold Miners Mar25 Rebalance Flows: 7 ADDs No DELETEs And $640mm Round Trip Flows

Quiddity Leaderboard HSCEI Jun25: Large Price Swings Needed to Trigger Index Changes

Quiddity Leaderboard HSIII Jun25/Sep25: Capping Flows in June and Index Changes in September

[Quiddity Index Jan25] MV Junior Gold Miners Index Mar 25 Rebal: Multiple Adds, 4.4% 1-Way Turnover

[Quiddity Index] MVIS Junior Gold Miners Index Dec24 Rebalance Results: Flow Expectations

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. </li>
<li>This index is reviewed semi-annually in March/September. During these reviews, names can be added or deleted from the index. We like it because a lot of money tracks it.</li>
<li>Below we take a look at the latest lists of potential ADDs and DELs for the Index Rebal Event in March 2025.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. 
This index is reviewed semi-annually in March/September. During these reviews, names can be added or deleted from the index. We like it because a lot of money tracks it.
Below we take a look at the latest lists of potential ADDs and DELs for the Index Rebal Event in March 2025.


Industrias Penoles, S.A.B. De C.V. (PE&OLES* MM EQUITY)

[Quiddity Index Feb25] MV Junior Gold Miners Index Mar25 Rebal: One Big Delete, 8.8% One Way.

Alamos Gold

[Quiddity Index Feb25] MV Junior Gold Miners Index Mar25 Rebal: One Big Delete, 8.8% One Way.