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: US Lower After Trump Temper Tantrum over Jobs and Increased Tariffs

Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

Japan Morning Connection: Big Boosts to AI Capex Plans for MSFT and META Will Lift Japan SPE

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Japan Morning Connection: Energy Related and Tech Strong Pointing to a Good Start for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Will be a soft day for pharma after Trump insists drug makers cut costs.</li>
<li>Applied Digital +31% with an additional 150MW order on the table from Correweave.</li>
<li>Expect a U-turn for SPE after yesterdays strength despite the positive longer term outlook.</li>
</ul>


Will be a soft day for pharma after Trump insists drug makers cut costs.
Applied Digital +31% with an additional 150MW order on the table from Correweave.
Expect a U-turn for SPE after yesterdays strength despite the positive longer term outlook.


Japan Morning Connection: TEL Numbers Miss Weighs on US Semi-Caps Despite MSFT and META Capex Plans