Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Semi-Cap names outperforming an otherwise dreary tape after TSMC announces no Chinese equipment in its 2nm lines for fear of US reprisals </li>
<li>Yields rose on concerns it's going to be a 'one and done' situation after September cuts </li>
<li>Trend Micro looking interesting after rebounding off the lows yesterday - with OTC prints possibly pointing to a seller getting cleaned up after 2-months of woeful price action </li>
</ul>


Semi-Cap names outperforming an otherwise dreary tape after TSMC announces no Chinese equipment in its 2nm lines for fear of US reprisals 
Yields rose on concerns it's going to be a 'one and done' situation after September cuts 
Trend Micro looking interesting after rebounding off the lows yesterday - with OTC prints possibly pointing to a seller getting cleaned up after 2-months of woeful price action 


Intel Announces the Potential for Further Dilution by the US Govt Unless It Keeps Fabs

Trend Micro Inc

Intel Announces the Potential for Further Dilution by the US Govt Unless It Keeps Fabs