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 Markets Pushing Back on Trump-Powell Tensions

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Disco guidance possibly showing front loading ahead of a potentially far bleaker 2Q.</li>
<li>US homebuilders strong after DR Horton reported strong GPM despite cutting guidance.</li>
<li>Trump re-raising the possibility of fees for Chinese vessels at US ports may be positive for non-Chinese ship builders.</li>
</ul>


Disco guidance possibly showing front loading ahead of a potentially far bleaker 2Q.
US homebuilders strong after DR Horton reported strong GPM despite cutting guidance.
Trump re-raising the possibility of fees for Chinese vessels at US ports may be positive for non-Chinese ship builders.


Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag