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: STM -14% but Nexperia Cannot Guarantee Supplies to JP Autos

Japan Morning Connection: SOX to New Highs After CPI Greenlights Further Cuts and Risk-On Mood

Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging

Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment

Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Lam Research beat, but with 43% of revs still coming from China the market reaction is muted.</li>
<li>Japan's newly minted PM calls for defence spending 2-years ahead of schedule.</li>
<li>Samsung and S&amp;S Tech filing patents for EUV mask blanks the end for Hoya?</li>
</ul>


Lam Research beat, but with 43% of revs still coming from China the market reaction is muted.
Japan's newly minted PM calls for defence spending 2-years ahead of schedule.
Samsung and S&amp;S Tech filing patents for EUV mask blanks the end for Hoya?


Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets