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: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas

Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher

Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown

Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Trump's Miram quick to show how dovish a republican picked committee could look.</li>
<li>Quantum names surged higher with D-Wave touting successes in Japan.</li>
<li>Kokusai Elec now +36% in a week as the market finally sees the NAND connection with flash memory pricing to remain tight through 2026.</li>
</ul>


Trump's Miram quick to show how dovish a republican picked committee could look.
Quantum names surged higher with D-Wave touting successes in Japan.
Kokusai Elec now +36% in a week as the market finally sees the NAND connection with flash memory pricing to remain tight through 2026.


Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged