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: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Yesterday's tech gains failing to hold setting a muted tone to start for JP peers.</li>
<li>Softbank's $7bn data center buildout with Open AI may need 100,000 GPU's.</li>
<li>Kose upgrade + Ulta Beauty better than expected after market numbers points to upside off lows.</li>
</ul>


Yesterday's tech gains failing to hold setting a muted tone to start for JP peers.
Softbank's $7bn data center buildout with Open AI may need 100,000 GPU's.
Kose upgrade + Ulta Beauty better than expected after market numbers points to upside off lows.


Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound