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: Tech Rout Deepens, but JP May Be Largely Priced In

Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

Japan Morning Connection: Nvidia + Trump Tariff Worries Sparks Tech Swoon

Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy

Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down

Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong to Start

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.</li>
<li>Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.</li>
<li>Japan trading houses will be a bright spot after Buffet's letter signals more buying.</li>
</ul>


MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.
Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.
Japan trading houses will be a bright spot after Buffet's letter signals more buying.


Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Japan IT

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan