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: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

Japan Morning Connection: A Flurry of Middle East Dealmaking Drives Tech and Aerospace

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA opening its AI ecosystem to the likes of Fujitsu and Qualcomm.</li>
<li>Intel's make-or-break 18A process Panther lake seems to be well received at first look.</li>
<li>Toyota announces Y3trn worth of loans for its Y6trn Industries acquisition, removing concerns for raise.</li>
</ul>


NVDA opening its AI ecosystem to the likes of Fujitsu and Qualcomm.
Intel's make-or-break 18A process Panther lake seems to be well received at first look.
Toyota announces Y3trn worth of loans for its Y6trn Industries acquisition, removing concerns for raise.


Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD

Japan IT

Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD