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: 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: Tech and AI Lead the Charge as Ships Start to Move in the Middle East

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Navitas Semi surged +24.9% after announcing two new additions to its 5th generation GeneSiC silicon carbide power semiconductor platform.</li>
<li>Sony is reportedly going ahead with the release of its PS6 console sometime in 2027-2028 despite the risk of a memory supply crunch.</li>
<li>Nintendo surged 8.9% after new Pokémon game ‘Pokopia’ was a surprise worldwide hit with physical copies fully sold out in the US.</li>
</ul>


Navitas Semi surged +24.9% after announcing two new additions to its 5th generation GeneSiC silicon carbide power semiconductor platform.
Sony is reportedly going ahead with the release of its PS6 console sometime in 2027-2028 despite the risk of a memory supply crunch.
Nintendo surged 8.9% after new Pokémon game ‘Pokopia’ was a surprise worldwide hit with physical copies fully sold out in the US.


Japan Morning Connection: Markets Grind Higher with Bright Spots Despite Ongoing Uncertainty