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: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Japan Morning Connection: Oil Down and Defense up as Trump Rails at Putin and Sends More Patriots

Japan Morning Connection: Only Tech in the Green After Dovish Stance Against AI Chips to China

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

Japan Morning Connection: Chinese EDA Restrictions Lifted but No Follow Through for Semi-Cap

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>KKR to sell a further 12.9% stake of Kokusai Elec, which sets the stage for big upside once dust settles.</li>
<li>Home builders surging with mortgage applications at the highest levels since early 2023.</li>
<li>Renewables up with AES and Bloom Energy posting big gains and JP names recently outperforming.</li>
</ul>


KKR to sell a further 12.9% stake of Kokusai Elec, which sets the stage for big upside once dust settles.
Home builders surging with mortgage applications at the highest levels since early 2023.
Renewables up with AES and Bloom Energy posting big gains and JP names recently outperforming.


Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions