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: Markets Stage a Big Rally off the Lows as Dip Buying Takes Hold

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Japan Morning Connection: Tech up Ahead of NVDA Numbers with Sentiment Solid Despite China Concerns

Japan Morning Connection: Trump Changes Intel's Deal to a Stake for Chips Money

Japan Morning Connection: Markets Calm with No Further Tariffs for China

Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>A pullback in tech with momentum factor significantly underperforming value. </li>
<li>Intel rallies as high as 12% as it prices in Son's $2bn investment and Lutnick confirms Chips funds for Equity.</li>
<li>Japan's MoD budget may not meet investors lofty expectations given the backdrop of 5% targets in EU.</li>
</ul>


A pullback in tech with momentum factor significantly underperforming value. 
Intel rallies as high as 12% as it prices in Son's $2bn investment and Lutnick confirms Chips funds for Equity.
Japan's MoD budget may not meet investors lofty expectations given the backdrop of 5% targets in EU.


Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors