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 Leaderboard ASX Sep 24 Rebal: Altium to Trigger Two Intra-Review Replacements in July

Telix Pharmaceuticals (TLX AU): Pipeline Progress to Expand Portfolio; Favorable Payment Rule in US

Telix Pharmaceuticals (TLX AU): Illuccix Continues to Drive Growth in 1H24; More Products to Come

Quiddity Advisors

Event-Driven

<ul>
<li>The MV Australia Equal Weight Index represents the performance of large, liquid companies incorporated in Australia and listed on the ASX.</li>
<li>
<a href="https://www.smartkarma.com/entities/telix-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:26052:1" rel="noopener">Telix Pharmaceuticals (TLX AU)</a> is an ADD for the December 2024 review, with no other changes to the index.</li>
<li>We expect a one-way flow of $US90mm for December 2024, which translates to a turnover of 5.5%.</li>
</ul>


The MV Australia Equal Weight Index represents the performance of large, liquid companies incorporated in Australia and listed on the ASX.

Telix Pharmaceuticals (TLX AU) is an ADD for the December 2024 review, with no other changes to the index.
We expect a one-way flow of $US90mm for December 2024, which translates to a turnover of 5.5%.


[Quiddity Index] MV Australia Equal Weight Dec 24 Rebal Results: Flow Expectations