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: Tariff War Escalation Zaps Yesterdays Growth Rebound

Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>New CEO positive for Intel plays such as Ibiden. SPE favourites to rally off lows.</li>
<li>Apple and related suppliers failing to catch a bid with analysts bearish over AI delay.</li>
<li>Sandisk down but Micron up...still room for NAND plays to run on price hike expectations?</li>
</ul>


New CEO positive for Intel plays such as Ibiden. SPE favourites to rally off lows.
Apple and related suppliers failing to catch a bid with analysts bearish over AI delay.
Sandisk down but Micron up...still room for NAND plays to run on price hike expectations?


Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

Japan IT

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data