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: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

Japan Morning Connection: NVDA Numbers and Tariffs Blocked by US Trade Court Sending Futures Higher

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TSMC planning a fab in UAE not enough to lift semi-cap names Friday.</li>
<li>New Switch on Thursday and the Summer Game Fest on Friday points to upside for laggard developers this week.</li>
<li>ISpace set to deliver UNESCO cultural hard drive to the moon this Friday.</li>
</ul>


TSMC planning a fab in UAE not enough to lift semi-cap names Friday.
New Switch on Thursday and the Summer Game Fest on Friday points to upside for laggard developers this week.
ISpace set to deliver UNESCO cultural hard drive to the moon this Friday.


Japan Morning Connection: Hope for Trump-Xi Call Lifts Markets off the Lows