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: AI Related Earnings from Fri and a Strong Tape Set to Send JP Higher

Japan Morning Connection: AI Takes a Hit Overnight on Renewed Calls that the AI Market Is Overheated

Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs

Japan Morning Connection: Big Gains for Semi-Testers and Memory Sets Strong Tone (Again)

Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Apple misses in China but its iPhone is nonetheless on track for its best quarter ever.</li>
<li>Western Digital highlights AI's insatiable demand for memory. Disco down but not out, while Lasertec looks too much.</li>
<li>Renesas closes -4% yesterday but comments that AI/data center demand is on the rise should help this re-bucket.</li>
</ul>


Apple misses in China but its iPhone is nonetheless on track for its best quarter ever.
Western Digital highlights AI's insatiable demand for memory. Disco down but not out, while Lasertec looks too much.
Renesas closes -4% yesterday but comments that AI/data center demand is on the rise should help this re-bucket.


Japan Morning Connection: Strong Mega-Tech Numbers AH Will Boost the Mood After Meta and MSFT Drag