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

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Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

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Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>The Space space continues heating up with the news that Amazon plans to acquisition satellite company, Globalstar. A dip buying opportunity for QPS after yesterday's earnings miss.</li>
<li>Socionext has totally missed the recent chip rally but the surge in interest for quantum related may finally be the catalyst to send it higher.</li>
<li>Fujitsu Ltd is starting to look increasingly interesting on the long side as it pivots away from software.</li>
</ul>


The Space space continues heating up with the news that Amazon plans to acquisition satellite company, Globalstar. A dip buying opportunity for QPS after yesterday's earnings miss.
Socionext has totally missed the recent chip rally but the surge in interest for quantum related may finally be the catalyst to send it higher.
Fujitsu Ltd is starting to look increasingly interesting on the long side as it pivots away from software.


Japan Morning Connection: Space and Quantum Names Primed for a Surge