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-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise

Japan Morning Connection: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP

Japan Morning Connection: Takaichi Promising Fiscal Responsibility + Tax Cut Combo

Japan Morning Connection: Rotation Out of Tech Although AH Mixed with Lumentum up AMD Down

Japan Morning Connection: Appetite for Risk Ticking Higher as Precious Metals Stabilize

Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Alphabet announces massive capex plans well ahead of ests as a bright spot, but sentiment is down.</li>
<li>ARM and Qualcomm miss after hours as memory shortage concerns increase.</li>
<li>Home Builders rise on plans for low cost "Trump Homes" which may free up access to federal funding.</li>
</ul>


Alphabet announces massive capex plans well ahead of ests as a bright spot, but sentiment is down.
ARM and Qualcomm miss after hours as memory shortage concerns increase.
Home Builders rise on plans for low cost "Trump Homes" which may free up access to federal funding.


Japan Morning Connection: AMD Weakness Sparks Wide Spread Sell-Off Likely to Continue in US Tmrw