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: Appetite for Risk Ticking Higher as Precious Metals Stabilize

Japan Morning Connection: Rotation Out of Tech Although AH Mixed with Lumentum up AMD Down

Japan Morning Connection: AMD Weakness Sparks Wide Spread Sell-Off Likely to Continue in US Tmrw

Japan Morning Connection: Tech Rally off Morning Lows Sets Better Trajectory for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>KLA dropped -15% after guidance underwhelms while Screen and Lasertec likely underwhelm.</li>
<li>Western Digital drops -10% despite beating across all metrics after its massive run higher.</li>
<li>Deckers +20% on good results for Hoka could be good read for Asics.</li>
</ul>


KLA dropped -15% after guidance underwhelms while Screen and Lasertec likely underwhelm.
Western Digital drops -10% despite beating across all metrics after its massive run higher.
Deckers +20% on good results for Hoka could be good read for Asics.


Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone