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

Japan Morning Connection: Tech and AI up but Power and Industrial Semi's Sag on Numbers

Japan Morning Connection: Markets Spooked by the Specter of Attacks on Iran

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>AMAT beat sends it to new ATH's and helps semi-cap trade better despite NVDA weakness.</li>
<li>Sumitomo Forestry is set to become the US's 5th largest homebuilder with Tri Pointe acquisition.</li>
<li>Very strong numbers for Resonac driven by its copper clad laminates and semi-slurries.</li>
</ul>


AMAT beat sends it to new ATH's and helps semi-cap trade better despite NVDA weakness.
Sumitomo Forestry is set to become the US's 5th largest homebuilder with Tri Pointe acquisition.
Very strong numbers for Resonac driven by its copper clad laminates and semi-slurries.


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