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

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

Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise

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

Japan Morning Connection: Tech Rally off Morning Lows Sets Better Trajectory for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Teradyne +19% in AH trading after blowout numbers. Tokyo Seimitsu over Advantest.</li>
<li>OpenAI looking elsewhere for computational power; Sam Altman calms the waters on X.</li>
<li>Toyo Engineering finds rare earths. Off limit up yday on forced margin covering, but it will be back up there today.</li>
</ul>


Teradyne +19% in AH trading after blowout numbers. Tokyo Seimitsu over Advantest.
OpenAI looking elsewhere for computational power; Sam Altman calms the waters on X.
Toyo Engineering finds rare earths. Off limit up yday on forced margin covering, but it will be back up there today.


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