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: Tech Juggernaut Continues with No Signs of a Slowdown

Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher

Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Breakout move higher for Lam Research should add some more zest to TEL which continues to lag.</li>
<li>Sandisk 14% as NAND heats up, but has Kioxia gone too far with huge blocks probably not too far off.</li>
<li>US Eco data cements expectations for a Sep cut sending rates down and home builders up.</li>
</ul>


Breakout move higher for Lam Research should add some more zest to TEL which continues to lag.
Sandisk 14% as NAND heats up, but has Kioxia gone too far with huge blocks probably not too far off.
US Eco data cements expectations for a Sep cut sending rates down and home builders up.


Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan