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: Optical Names Plunged Then Swung Back on News from NVDA’s GTC Event

Japan Morning Connection: Micron Blowout Numbers Overshadowed by Capex Concerns

Japan Morning Connection: SMCI's Chip Smuggling Scandal Drags Server and Memory Down

Japan Morning Connection: Will HDD Supply Chain Laggards Minebea and Hoya Soon Catch a Bid?

Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

Japan Morning Connection: Markets Grind Higher with Bright Spots Despite Ongoing Uncertainty

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA projects $1 trillion in sales through 2027 but fades after popping on the news.</li>
<li>QD Laser now +80% MTD after NVDA's laser technology investments in Lumentum and Coherent sparking a surge.</li>
<li>Softbank trading at August support lows looks like a laggard worth watching.</li>
</ul>


NVDA projects $1 trillion in sales through 2027 but fades after popping on the news.
QD Laser now +80% MTD after NVDA's laser technology investments in Lumentum and Coherent sparking a surge.
Softbank trading at August support lows looks like a laggard worth watching.


Japan Morning Connection: Tech and AI Lead the Charge as Ships Start to Move in the Middle East