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 CSI Medical Dec 24: Final Rankings; Exp ADDs Underperforming Exp DELs

KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small Stocks

Quiddity BSE Dec 24 Rebal: Big Wins for Zomato & Jiofin as New F&O Inclusions Trigger Surprises

Quiddity Leaderboard KOSPI 200 Dec 24: Up to 4 ADDs & 5 DELs Possible

Quiddity Leaderboard KOSPI 200 Dec 24: Up to 5 ADDs & 6 DELs Possible

Quiddity Advisors

Event-Driven

<ul>
<li>We look at Korea's leading KOSPI200 Index every month and publish ADDs and DELETEs expected for the next rebalance.</li>
<li>Our final rankings are now set (assuming no strange disasters in the data). We see 5 ADDs and 6 DELETEs in the upcoming December rebalance. </li>
<li>For the third insight in a row, I am sticking with the same single trade. So far in 5 weeks it is +11.6% vs KOSPI200. There are others. </li>
</ul>


We look at Korea's leading KOSPI200 Index every month and publish ADDs and DELETEs expected for the next rebalance.
Our final rankings are now set (assuming no strange disasters in the data). We see 5 ADDs and 6 DELETEs in the upcoming December rebalance. 
For the third insight in a row, I am sticking with the same single trade. So far in 5 weeks it is +11.6% vs KOSPI200. There are others. 


Lotte Tour Development Co, Ltd. (032350 KS)

Hyosung Heavy Industries Corp (298040 KS)

Myoung Shin Industrial Co.,Ltd (009900 KS)

Quiddity Leaderboard KOSPI 200 Dec 24 Rebal: Final Rankings - Multiple Trades To Do

Dongwon Industries

Quiddity Leaderboard KOSPI 200 Dec 24 Rebal: Final Rankings - Multiple Trades To Do