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: Trump Opening the Floodgates to AI Investment

Japan Morning Connection: AI Binge Buying Should Continue in Japan

Chiba Bank - Net Interest Income Up, Expect More with BOJ Hike, Credit Metrics Allow Flow Through

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays

Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Semi-Cap continued moving higher on broker hikes after TSMC capex plans. </li>
<li>Rohm announced new President which could signal a change in direction away from SiC.</li>
<li>Activist play Sapporo Holdings is starting to look oversold after recent alcohol labeling related weakness.</li>
</ul>


Semi-Cap continued moving higher on broker hikes after TSMC capex plans. 
Rohm announced new President which could signal a change in direction away from SiC.
Activist play Sapporo Holdings is starting to look oversold after recent alcohol labeling related weakness.


Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound