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: Heat Comes Out of AI While Homebuilders Rebound Sharply

Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Japan Morning Connection: Software Takes a Hit with AI Worries Resurfacing

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Samsung posts record 4Q earnings keeps the memory train running. Sandisk up again, HDD down</li>
<li>Market warming up to Intel's Core Ultra Series 3 which seemed to be lost in the static after yesterday's announcement at CES</li>
<li>Cheesesteak for breakfast?? Its no different to eating carrots and broccoli according to Bobby Kennedy's inverted pyramid</li>
</ul>


Samsung posts record 4Q earnings keeps the memory train running. Sandisk up again, HDD down
Market warming up to Intel's Core Ultra Series 3 which seemed to be lost in the static after yesterday's announcement at CES
Cheesesteak for breakfast?? Its no different to eating carrots and broccoli according to Bobby Kennedy's inverted pyramid


Japan Morning Connection: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes