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: Hopes of Eased Export Restrictions Set to Lift the AI Complex

Japan Morning Connection: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback

Japan Morning Connection: Software Rotation Continues with NEC and Fujitsu Set to Outperform

Japan Morning Connection: Toray and the Heavies in Focus as China Eyes a Possible Deal with Boeing

Japan Morning Connection: Expect a Big Reversal into Software While Photonics Takes a Hit

Japan Morning Connection: SPE and AI Set to Surge as Japan Prices in Golden Week Earnings

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Nidec faces damning data falsification allegations with over 1000 cases of quality tampering across household appliances and auto components.</li>
<li>Olympus beats on strong endoscope sales and improved margins with high short interest and a buyback this morning.</li>
<li>Japan's SPE names likely to take a beating today after fading off strong opens for several days.</li>
</ul>


Nidec faces damning data falsification allegations with over 1000 cases of quality tampering across household appliances and auto components.
Olympus beats on strong endoscope sales and improved margins with high short interest and a buyback this morning.
Japan's SPE names likely to take a beating today after fading off strong opens for several days.


Japan Morning Connection: Nidec Faces a Damning Scandal While Olympus Is Primed for a Squeeze