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: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound

Japan Morning Connection: Trump Opening the Floodgates to AI Investment

Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Japan Morning Connection: Persistent US Tech Weakness, but off the Days Lows

Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech and Semi's rebounding sharply which should see related names in JP trade better after yesterdays persistent weakness.</li>
<li>Da Vinci procedures seeing strong growth...will Sysmex's Hinotori also fly? </li>
<li>Tourist numbers surging in JP should see YTD losers back in the spotlight.</li>
</ul>


Tech and Semi's rebounding sharply which should see related names in JP trade better after yesterdays persistent weakness.
Da Vinci procedures seeing strong growth...will Sysmex's Hinotori also fly? 
Tourist numbers surging in JP should see YTD losers back in the spotlight.


Pan Pacific International Holdings (7532 JP)

Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays