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: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged

Japan Morning Connection: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown

Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Semi-Cap higher after positive comments from JPM on ASML that the worst is behind it given strong WFE and memory trends.</li>
<li>Wafer names surging globally as demand for memory outstrips supply, while Wolfspeed announces its has reached 200m SiC capability.</li>
<li>A brave short seller for Coreweave calling it a “debt fuelled GPU rental business with no moat”.</li>
</ul>


Semi-Cap higher after positive comments from JPM on ASML that the worst is behind it given strong WFE and memory trends.
Wafer names surging globally as demand for memory outstrips supply, while Wolfspeed announces its has reached 200m SiC capability.
A brave short seller for Coreweave calling it a “debt fuelled GPU rental business with no moat”.


Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher