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

Westpac - Non-Performing Exposures in Australia Mortgages Surge in June & NZ Non-Performing Loans

Challenger (CGF AU) - Bank Sale 1H24 | ROC Highest in 23 Yrs | 85% Market Share Annuity FUM

AMP - Strong Numbers Released,, Returning Capital, Paying Down Debt, Deposit Funded, Mortgage Bank

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

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

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>Originally, this was an analysis of tax-loss selling baskets over the years, and seasonal performance of baskets of stocks with certain attributes. On average, they fell vs index.</li>
<li>Of course, on average, they also rose vs index after the selling was done.</li>
<li>This insight puts a cap on the 2023 edition with results across the four baskets. The sell made 4.2% vs ASX200 in May, then is up</li>
</ul>


Originally, this was an analysis of tax-loss selling baskets over the years, and seasonal performance of baskets of stocks with certain attributes. On average, they fell vs index.
Of course, on average, they also rose vs index after the selling was done.
This insight puts a cap on the 2023 edition with results across the four baskets. The sell made 4.2% vs ASX200 in May, then is up


[Update] Tax-Loss Selling In Australia - Closing the Circle on the Rebound Trade

BrainChip Holdings

[Update] Tax-Loss Selling In Australia - Closing the Circle on the Rebound Trade