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: CPI to the Rescue for Risk-On Growth Style Plays

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound

Japan Morning Connection: Persistent US Tech Weakness, but off the Days Lows

Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?

Big Tech Fades on NVDA While Micron, Apple Supplies Gain

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SPE in Japan was aggressively sold yesterday but moves look excessive</li>
<li>US Homebuilder's gain after KB Homes beat priced in... upside for JP names should continue</li>
<li>Rohm's outlook remains cloudy as SiC prices likely to slide further as new Chinese supply hits the market.</li>
</ul>


SPE in Japan was aggressively sold yesterday but moves look excessive
US Homebuilder's gain after KB Homes beat priced in... upside for JP names should continue
Rohm's outlook remains cloudy as SiC prices likely to slide further as new Chinese supply hits the market.


Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?