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 as Tech and Memory Names Reach All Time Highs

Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Disco, Kokusai and Softbank among the biggest tech laggards set to scramble higher on ceasefire news.</li>
<li>Intel joining Musk's Terafab and generating interest from Google and Amazon a positive for the main Intel suppliers such as Lasertec and Ibiden.</li>
<li>Defensive outperformers set to lose their recent upside momentum on the risk-on shift.</li>
</ul>


Disco, Kokusai and Softbank among the biggest tech laggards set to scramble higher on ceasefire news.
Intel joining Musk's Terafab and generating interest from Google and Amazon a positive for the main Intel suppliers such as Lasertec and Ibiden.
Defensive outperformers set to lose their recent upside momentum on the risk-on shift.


Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher