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: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

Japan Morning Connection: SPE Set to Give Back Yesterday's Gains with Memory Selloff Overnight

Japan Morning Connection: Pressure Builds for Memory Names as Chinese Capacity Concerns Grow

Japan Morning Connection: Space Names Face Downside Pressure as SpaceX Slides Despite Bullish Calls

Japan Morning Connection: TDK Lags as Peers with More MLCC Exposure Capture AI-Driven Gains

Japan Morning Connection: Physical AI FA Plays May Draw Fresh Interest as Alternative AI Exposure

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>The market should like the news that Tokyo Electron can now deliver chip gear manufacturing equipment to customers in half the time.</li>
<li>Ibiden as well as SPE majors should get a lift from NVDA's +3.7% move.</li>
<li>Kioxia may catch a bid now that Bain Capital has fully exited their stake. </li>
</ul>


The market should like the news that Tokyo Electron can now deliver chip gear manufacturing equipment to customers in half the time.
Ibiden as well as SPE majors should get a lift from NVDA's +3.7% move.
Kioxia may catch a bid now that Bain Capital has fully exited their stake. 


Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow