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

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

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

Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Apple reveal not enough to send the stock higher, although its new IPhone Pro and ear pods with built in heart rate monitoring impress.</li>
<li>Alphabet sends the Mag7 to a record high with its cloud computing order backlog bigger than expected.</li>
<li>Wolfspeed +48% as it gets set to emerge from bankruptcy, although this should be no surprise. Positive Renesas</li>
</ul>


Apple reveal not enough to send the stock higher, although its new IPhone Pro and ear pods with built in heart rate monitoring impress.
Alphabet sends the Mag7 to a record high with its cloud computing order backlog bigger than expected.
Wolfspeed +48% as it gets set to emerge from bankruptcy, although this should be no surprise. Positive Renesas


Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown