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 Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Memory continues to surge with Western Digital named as a top pick helping lift peers.</li>
<li>Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.</li>
<li>Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.</li>
</ul>


Memory continues to surge with Western Digital named as a top pick helping lift peers.
Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.
Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.


Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat