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: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays

Japan Morning Connection: Fuji Electric's Cooling System Launch Set to Put the Stock in Focus

Japan Morning Connection: Nippon Electric Glass Set to Rise on Foldable IPhone Supplier Report

Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement

Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records

Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Softbank claims Toyota's crown as Japan's largest company as ARM +15.7% on NVDA's PC superchip announcement.</li>
<li>QD Laser and TDK announce RGB laser partnership for building mass-production capability for smart-glasses hardware.</li>
<li>Space names facing heavy profit taking again despite Astroscale -14.2%, QPS -13.9% and Axelspace -10.6% yesterday.</li>
</ul>


Softbank claims Toyota's crown as Japan's largest company as ARM +15.7% on NVDA's PC superchip announcement.
QD Laser and TDK announce RGB laser partnership for building mass-production capability for smart-glasses hardware.
Space names facing heavy profit taking again despite Astroscale -14.2%, QPS -13.9% and Axelspace -10.6% yesterday.


Japan Morning Connection: Long AI Short Software Trade Unwinding as Jensen Backs Software