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 Tech and Semi Rebound Feel's like a Dead Cat Bounce

Japan Morning Connection: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher

Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans

Japan Morning Connection: AI Binge Buying Should Continue in Japan

Japan Morning Connection: Trump Opening the Floodgates to AI Investment

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Will we see more of the same ineffectual export curbs or a lightening of export restrictions?</li>
<li>Expect a continued rotation into all things non-tech in JP including Home Builders who jumped overnight as yields sank.</li>
<li>Plenty of shorts with ample downside including Hitachi, Fuji Elec, Hokkaido Elec outside of the mainstay AI plays.</li>
</ul>


Will we see more of the same ineffectual export curbs or a lightening of export restrictions?
Expect a continued rotation into all things non-tech in JP including Home Builders who jumped overnight as yields sank.
Plenty of shorts with ample downside including Hitachi, Fuji Elec, Hokkaido Elec outside of the mainstay AI plays.


Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again

Japan IT

Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again