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

[UPDATE] Tax-Loss Selling in Australia - Time To Unwind the Basket

Suncorp - Decision on ANZ Takeover In Weeks, Competition Can Worsen If Allowed

Quiddity Leaderboard-​​​​​​​​​​​ASX Jun 23: OZ Minerals Replacements and Other Changes

Quiddity Leaderboard ASX Jun 23: DHG Could Underperform Peers

Quiddity Leaderboard ASX Jun 23: Two ASX 200 Changes Likely, Including Ventia Surprise

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>I am not a tax advisor and I do not play one on TV but it is a subject of interest in Australia, as <a href="https://www.afr.com/wealth/personal-finance/opportunities-as-investors-sell-stocks-for-tax-losses-before-june-30-20220527-p5ap0w" target="_blank" rel="noopener">an AFR article</a> last year shows.</li>
<li>The general gist of the idea is that retail investors in Australia will take gains on things which run up in price, or get taken over, then look for losses.</li>
<li>Below I present a study using data from 2012-2022 of how a basket portfolio trade might work.</li>
</ul>


I am not a tax advisor and I do not play one on TV but it is a subject of interest in Australia, as an AFR article last year shows.
The general gist of the idea is that retail investors in Australia will take gains on things which run up in price, or get taken over, then look for losses.
Below I present a study using data from 2012-2022 of how a basket portfolio trade might work.


Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade Basket

BrainChip Holdings

Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade Basket