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: Logistics Seen as the Next Industry Vulnerable to Disruption from AI

Japan Morning Connection: Software Rebounds in the US Sets a Better Tone for Heavily Sold NEC

Japan Morning Connection: Trump Touts Infra Investment a Win for ‘Coercion Through Tariffs’ Approach

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Globalfoundries +16% after a solid beat which shows gains from diversification into silicon photonics and low earth orbit satellites.</li>
<li>GS talking up Sandisk +10.7%, but expect the market to remains jittery ahead of Kioxia numbers today on the close.</li>
<li>Sumco headline numbers miss, but cost front loading and inventory reductions points to a better 2H.</li>
</ul>


Globalfoundries +16% after a solid beat which shows gains from diversification into silicon photonics and low earth orbit satellites.
GS talking up Sandisk +10.7%, but expect the market to remains jittery ahead of Kioxia numbers today on the close.
Sumco headline numbers miss, but cost front loading and inventory reductions points to a better 2H.


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