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: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP

Japan Morning Connection: Takaichi Promising Fiscal Responsibility + Tax Cut Combo

Japan Morning Connection: Semi-Cap Jumps Higher While Software Takes a Hit (Again) Over AI Concerns

Japan Morning Connection: AMD Weakness Sparks Wide Spread Sell-Off Likely to Continue in US Tmrw

Japan Morning Connection: Rotation Out of Tech Although AH Mixed with Lumentum up AMD Down

Japan Morning Connection: Appetite for Risk Ticking Higher as Precious Metals Stabilize

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Amazon down -11% AH after its capex guidance seen as unjustified in light of earnings.</li>
<li>ARM makes a surprise turn around on DC upside...watch Softbank.</li>
<li>Estee lauder -19% with numbers not good enough to justify rally. -ve Kose and Shiseido.</li>
</ul>


Amazon down -11% AH after its capex guidance seen as unjustified in light of earnings.
ARM makes a surprise turn around on DC upside...watch Softbank.
Estee lauder -19% with numbers not good enough to justify rally. -ve Kose and Shiseido.


Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise