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: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM

Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment

Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan

Japan Morning Connection: Calls that AI Stocks Are in a Bubble Seems to Be Heard (For Now)

Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TSMC numbers not enough to appease markets, while Oracle quells AI profitability concerns.</li>
<li>HP enterprise margins shrink on growing costs for its servers to house turbo-charged AI chips.</li>
<li>Essilorluxottica's Meta AI glasses a hit, but how does Nikon fit into the frame?</li>
</ul>


TSMC numbers not enough to appease markets, while Oracle quells AI profitability concerns.
HP enterprise margins shrink on growing costs for its servers to house turbo-charged AI chips.
Essilorluxottica's Meta AI glasses a hit, but how does Nikon fit into the frame?


Japan Morning Connection: Japanese Banks Likely to Follow US Peers Lower as Bad Debt Concerns Grow