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: Only Tech in the Green After Dovish Stance Against AI Chips to China

Japan Morning Connection: Couche-Tard Sounds the Retreat on Its Advances for 7&I

Japan Morning Connection: TSMC Raises the Bar Even Further, Although Follow Through Limited

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>AI and tech took a backseat, although momentum significantly outperformed value which is likely to be reflected in JP.</li>
<li>Trend Micro may be in focus after analyst pushes cyber security as biggest tech trade this year.</li>
<li>KHI looking to release its own humanoid, but Harmonic joints are out of favor and worth another look after steep decline.</li>
</ul>


AI and tech took a backseat, although momentum significantly outperformed value which is likely to be reflected in JP.
Trend Micro may be in focus after analyst pushes cyber security as biggest tech trade this year.
KHI looking to release its own humanoid, but Harmonic joints are out of favor and worth another look after steep decline.


Japan Morning Connection: Oil Down and Defense up as Trump Rails at Putin and Sends More Patriots