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 Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

Japan Morning Connection: Japan SPE Set for More Upside

Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets

Japan Morning Connection: Risk-On for the AI Ecosystem

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Lacklustre numbers for both Dell and HP show tapering demand for PC's.</li>
<li>Keisei Electric Rail snubbing Murakami with another 1% Oriental Land sale?</li>
<li>Nikon analysts meeting does little to clarify the intentions of EssilorLuxottic's 8.45% stake.</li>
</ul>


Lacklustre numbers for both Dell and HP show tapering demand for PC's.
Keisei Electric Rail snubbing Murakami with another 1% Oriental Land sale?
Nikon analysts meeting does little to clarify the intentions of EssilorLuxottic's 8.45% stake.


Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand

Japan IT

Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand