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: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

Japan Morning Connection: NVDA Numbers and Tariffs Blocked by US Trade Court Sending Futures Higher

Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Apple tariff threat likely just another scare tactic with markets failing to react excessively.</li>
<li>May see further Nuclear follow through after Trumps executive order Friday sends related names soaring.</li>
<li>Live-Action Elden Ring movie another positive angle for Bandai Namco which also has Gundan on the way.</li>
</ul>


Apple tariff threat likely just another scare tactic with markets failing to react excessively.
May see further Nuclear follow through after Trumps executive order Friday sends related names soaring.
Live-Action Elden Ring movie another positive angle for Bandai Namco which also has Gundan on the way.


Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood