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: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

Japan Morning Connection: NVDA Numbers Ahead of Consensus but Not Enough to Push the Stock Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Markets not liking the US revoking TSMC's China export waiver sending TSMC suppliers lower.</li>
<li>Memory continues to shine but there looks to be more upside for HDD component suppliers Hoya and Minebea.</li>
<li>New AI glasses from Samsung could reignite interest in Nikon if the technology comes back into focus.</li>
</ul>


Markets not liking the US revoking TSMC's China export waiver sending TSMC suppliers lower.
Memory continues to shine but there looks to be more upside for HDD component suppliers Hoya and Minebea.
New AI glasses from Samsung could reignite interest in Nikon if the technology comes back into focus.


Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading