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

Japan Morning Connection: Meta's $10bn Scale AI Investment to Buoy Sentiment for SPE

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Comments from STMicro CEO reflect a similar positiveness from Onsemi management for auto and industrial chips.</li>
<li>Memory plays strong but still limited follow through for Japanese HDD component makers.</li>
<li>Plant Labs strong earnings highlights the importance of satellite images...positive IQPS, Synspective and Sky perfect.</li>
</ul>


Comments from STMicro CEO reflect a similar positiveness from Onsemi management for auto and industrial chips.
Memory plays strong but still limited follow through for Japanese HDD component makers.
Plant Labs strong earnings highlights the importance of satellite images...positive IQPS, Synspective and Sky perfect.


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