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: Tech Shrugging off Megacap Weakness as Quantum Shines

Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>EU defence names higher again, expect more upside for JP heavies after yesterdays lull.</li>
<li>Intel managed to eek out gains with the market still positive on streamlining.</li>
<li>BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.</li>
</ul>


EU defence names higher again, expect more upside for JP heavies after yesterdays lull.
Intel managed to eek out gains with the market still positive on streamlining.
BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.


Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors