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: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions

Japan Morning Connection: AI and Tech Snaps Back with SOX at Recent Highs

Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Coreweave rolling out NVDA's Blackwell Ultra GB300 may help the likes of Ibiden and Advantest.</li>
<li>Intel moving away from in-house glass substrate production may see the likes of AGC pick up new demand.</li>
<li>Trade deal deadline looms with Japan still playing it 'tough', and with momo up defense may rise.</li>
</ul>


Coreweave rolling out NVDA's Blackwell Ultra GB300 may help the likes of Ibiden and Advantest.
Intel moving away from in-house glass substrate production may see the likes of AGC pick up new demand.
Trade deal deadline looms with Japan still playing it 'tough', and with momo up defense may rise.


Japan Morning Connection: Chinese EDA Restrictions Lifted but No Follow Through for Semi-Cap