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: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

Japan Morning Connection: Hope for Trump-Xi Call Lifts Markets off the Lows

Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

Japan Morning Connection: NVDA Numbers and Tariffs Blocked by US Trade Court Sending Futures Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.</li>
<li>Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.</li>
<li>Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?</li>
</ul>


Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.
Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.
Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?


Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call