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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.</li>
<li>Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.</li>
<li>QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.</li>
</ul>


Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.
Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.
QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.


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