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: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

Japan Morning Connection: STM -14% but Nexperia Cannot Guarantee Supplies to JP Autos

Japan Morning Connection: SOX to New Highs After CPI Greenlights Further Cuts and Risk-On Mood

Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM

Japan Morning Connection: Japanese Banks Likely to Follow US Peers Lower as Bad Debt Concerns Grow

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Numbers from PulteGroup pointing to a nascent bottoming sends builders higher.</li>
<li>Texas Instruments down afterhours will weigh on Rohm, Fuji Elec, Renesas etc, but this may be short lived.</li>
<li>Can Davinci success in the US be a positive read for Sysmex's Hinotori with the stock on its knees?</li>
</ul>


Numbers from PulteGroup pointing to a nascent bottoming sends builders higher.
Texas Instruments down afterhours will weigh on Rohm, Fuji Elec, Renesas etc, but this may be short lived.
Can Davinci success in the US be a positive read for Sysmex's Hinotori with the stock on its knees?


Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment