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 Short-Term Rotation Away from Tech After Attacks on Iran

Japan Morning Connection: Markets Firm in the Face of War with Momentum and Growth Outperforming

Japan Morning Connection: Markets Stage a Cautious Rebound in the US

Japan Morning Connection: Navitas Semi Numbers Show Increased Adoption of GaN/SiC Power Components

Japan Morning Connection: Meta Locks Down AMD Chip Supply with Eyes on Becoming a Major Holder

Japan Morning Connection: AI Fears Spread with Financials and Insurance Down Sharply

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA was good - but not good enough to shake off worries the longer-term growth trajectory is unsustainable, regardless of what's projected this year.</li>
<li>Expect names with smartphone exposure and particularly MLCC suppliers who have rallied sharply as the latest AI plays to pullback into month-end.</li>
<li>Dell +12% in AH as its earnings silence critics concerned it would struggle to contain rising memory costs.</li>
</ul>


NVDA was good - but not good enough to shake off worries the longer-term growth trajectory is unsustainable, regardless of what's projected this year.
Expect names with smartphone exposure and particularly MLCC suppliers who have rallied sharply as the latest AI plays to pullback into month-end.
Dell +12% in AH as its earnings silence critics concerned it would struggle to contain rising memory costs.


Japan Morning Connection: IDC Drops a Bombshell Expecting Smartphone Mkt to Contract 12.9% This Year