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

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Japan Morning Connection: Rebound Continues with the SPX Clocking Its Best Run Since January

Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel jumping on plans to cut its bloated workforce and streamline management.</li>
<li>EV plays should pick up after Tesla held after mkt gains from yesterday.</li>
<li>Boeing numbers will help the heavies with better FCF and production outlooks.</li>
</ul>


Intel jumping on plans to cut its bloated workforce and streamline management.
EV plays should pick up after Tesla held after mkt gains from yesterday.
Boeing numbers will help the heavies with better FCF and production outlooks.


Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal