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: Markets Grind Higher with Bright Spots Despite Ongoing Uncertainty

Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

Japan Morning Connection: Will HDD Supply Chain Laggards Minebea and Hoya Soon Catch a Bid?

Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending

Japan Morning Connection: Brent Surges as Mojtaba Khamenei Is Voted in as Iran's Next Supreme Leader

Japan Morning Connection: Oil Spike Starting to Bite with Airlines Tumbling on the Outlook for Fuel

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Oracle +10% AH after numbers showed strong gains for their Infra business and disciplined capex spending.</li>
<li>AT&amp;T looking to spend $250bn over 5-years to modernize networks will help the wire and cable plays.</li>
<li>The US running through its supplies of ordinance should help Japan's mainstay missile developers such as MHI.</li>
</ul>


Oracle +10% AH after numbers showed strong gains for their Infra business and disciplined capex spending.
AT&amp;T looking to spend $250bn over 5-years to modernize networks will help the wire and cable plays.
The US running through its supplies of ordinance should help Japan's mainstay missile developers such as MHI.


Japan Morning Connection: Markets Finished Well off Their Highs Given Mixed Signals from the WH