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: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records

Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement

Ortus Advisors

Equity Bottom-Up

<ul>
<li>SpaceX about to launch its latest and biggest Starship Rocket for its 12th test which will set the trajectory for the Space trade today</li>
<li>Quantum computing names getting a cash injection from the US Govt, including IBM and GFS to build out foundry capacity. Watch 6526 Socionext for more gains. </li>
<li>Software reversing recent gains after Intuit dropped -20% after it announced staff cuts and lower revenues for TurboTax. </li>
</ul>


SpaceX about to launch its latest and biggest Starship Rocket for its 12th test which will set the trajectory for the Space trade today
Quantum computing names getting a cash injection from the US Govt, including IBM and GFS to build out foundry capacity. Watch 6526 Socionext for more gains. 
Software reversing recent gains after Intuit dropped -20% after it announced staff cuts and lower revenues for TurboTax. 


Markets Look Through NVDA as ARM Continues to Surge on CPU Potential + Softbank's Limit-Up Move

ARM Holdings

Markets Look Through NVDA as ARM Continues to Surge on CPU Potential + Softbank's Limit-Up Move