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 Creaking Under the Weight of Poor Demand for US Bonds

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD

Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.</li>
<li>Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.</li>
<li>SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.</li>
</ul>


Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.
Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.
SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.


Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start