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 and AI up but Power and Industrial Semi's Sag on Numbers

Japan Morning Connection: Markets Spooked by the Specter of Attacks on Iran

Japan Morning Connection: AI Fears Spread with Financials and Insurance Down Sharply

Japan Morning Connection: Software Rebounds in the US Sets a Better Tone for Heavily Sold NEC

Japan Morning Connection: Logistics Seen as the Next Industry Vulnerable to Disruption from AI

Japan Morning Connection: Semi-Cap Jumps Higher While Software Takes a Hit (Again) Over AI Concerns

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Software down again in US trading, but Cadence numbers beat AH sending stock and EDA peers higher.</li>
<li>Apple sending a warning shot to Nikon investor EssilorLuxottica with its plans to develop Apple AI glasses, sending its -7% in late trading.</li>
<li>Demand for MLCC's is surging according to Murata's CEO who is hiking prices as enquiries outpace prod capacity 2:1.</li>
</ul>


Software down again in US trading, but Cadence numbers beat AH sending stock and EDA peers higher.
Apple sending a warning shot to Nikon investor EssilorLuxottica with its plans to develop Apple AI glasses, sending its -7% in late trading.
Demand for MLCC's is surging according to Murata's CEO who is hiking prices as enquiries outpace prod capacity 2:1.


Japan Morning Connection: Trump Touts Infra Investment a Win for ‘Coercion Through Tariffs’ Approach