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

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

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

Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus

Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment

Japan Morning Connection: AI Names Increasingly Volatile with SOX Reversal and Quarter-End Pressure

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Recent SPE winners Kokusai, Screen and TEL set to open weak but excessive drops may offer an opportunity to add.</li>
<li>A positive for Softbank if the potentially less competitive marketplace for frontier models is seen as positive for OpenAI.</li>
<li>Fujitsu and NEC may offer a safe haven after strong overnight moves for software names following Guggenheim upgrades.</li>
</ul>


Recent SPE winners Kokusai, Screen and TEL set to open weak but excessive drops may offer an opportunity to add.
A positive for Softbank if the potentially less competitive marketplace for frontier models is seen as positive for OpenAI.
Fujitsu and NEC may offer a safe haven after strong overnight moves for software names following Guggenheim upgrades.


Japan Morning Connection: SPEs Face Pullback as Meta Enters Cloud Infrastructure