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: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Japan Morning Connection: Software Takes a Hit with AI Worries Resurfacing

Japan Morning Connection: Mkt Rotation Not Really Hitting Tech and AI but Expect Mild Weakness

Japan Morning Connection: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Trump Intel meetings sends INTC higher in late trading...better for fab suppliers than tape suggests.</li>
<li>Trump touting Govt buying $200bn worth of MBS as panacea for housing.</li>
<li>Defense higher again, while Fast Retailing and Disco post good numbers.</li>
</ul>


Trump Intel meetings sends INTC higher in late trading...better for fab suppliers than tape suggests.
Trump touting Govt buying $200bn worth of MBS as panacea for housing.
Defense higher again, while Fast Retailing and Disco post good numbers.


Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply