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: Nippon Electric Glass Set to Rise on Foldable IPhone Supplier Report

Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years

Japan Morning Connection: Ibiden Set to Recover as Intel Wins Google TPU Deal

Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays

Japan Morning Connection: Long AI Short Software Trade Unwinding as Jensen Backs Software

Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Fuji Electric's Ejector Cooling Machine said to cut server cooling power by 85%. Not getting anywhere near the attention it deserves at current levels. </li>
<li>Fuji Electric a big underperformer vs it's closest peer Rohm with the 6504-6963 ratio at 2.58 (2.2std dev LTM) and lows not seen since the start of 2024.</li>
<li>New Glenn explosion continuing to weigh on Space sentiment, as well as the upcoming SpaceX launch.</li>
</ul>


Fuji Electric's Ejector Cooling Machine said to cut server cooling power by 85%. Not getting anywhere near the attention it deserves at current levels. 
Fuji Electric a big underperformer vs it's closest peer Rohm with the 6504-6963 ratio at 2.58 (2.2std dev LTM) and lows not seen since the start of 2024.
New Glenn explosion continuing to weigh on Space sentiment, as well as the upcoming SpaceX launch.


Japan Morning Connection: Fuji Electric's Cooling System Launch Set to Put the Stock in Focus