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: Market Rotation Away from Tech as Big Winners Take a Breather

Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SMCI signs a major $20bn deal with Saudi Arabia's DataVolt sending server related names higher and should be positive for cooling module supplier Nidec.  </li>
<li>NVDA backed CoreWeave surging as much +10% after hours after numbers and comments from management show a continued demand acceleration for AI infrastructure.</li>
<li>Boeing signed its largest deal ever with Qatar airlines for up to 210 widebody planes, with GE Aerospace also locking in an order for 400 engines.  Positive JP Heavies.  </li>
</ul>


SMCI signs a major $20bn deal with Saudi Arabia's DataVolt sending server related names higher and should be positive for cooling module supplier Nidec.  
NVDA backed CoreWeave surging as much +10% after hours after numbers and comments from management show a continued demand acceleration for AI infrastructure.
Boeing signed its largest deal ever with Qatar airlines for up to 210 widebody planes, with GE Aerospace also locking in an order for 400 engines.  Positive JP Heavies.  


Japan Morning Connection: A Flurry of Middle East Dealmaking Drives Tech and Aerospace