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: Risk-On Sentiment Remains as Trump Holds off on More Attacks

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

Japan Morning Connection: Testers Could Rally Against the Grain After Teradyne's Blowout Numbers

Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease

Japan Morning Connection: Intel's Big Beat and Capex Guidance Raise Set to Lift JP Suppliers and SPE

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>A huge rebound for risk-on and AI overnight which was sparked by the blow out numbers by Microsoft.</li>
<li>Tokyo Electron numbers on the close yesterday beat after it revised up its 1H guidance.</li>
<li>SPE could see support after Citadel's $10bn Situational Awareness purchase.</li>
</ul>


A huge rebound for risk-on and AI overnight which was sparked by the blow out numbers by Microsoft.
Tokyo Electron numbers on the close yesterday beat after it revised up its 1H guidance.
SPE could see support after Citadel's $10bn Situational Awareness purchase.


Japan Morning Connection: AI Set to Squeeze Hard After Strong Earnings Follow Leveraged Unwind