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

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

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

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

Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone

Japan Morning Connection: Tech Rally off Morning Lows Sets Better Trajectory for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Nintendo numbers missed although firm doesn't see impact from higher memory prices this year.</li>
<li>Ibiden to invest Y500bn in new production facilities to capture AI demand.</li>
<li>Defense names should rally after US shoots down an Iranian drone.</li>
</ul>


Nintendo numbers missed although firm doesn't see impact from higher memory prices this year.
Ibiden to invest Y500bn in new production facilities to capture AI demand.
Defense names should rally after US shoots down an Iranian drone.


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