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

Ortus Advisors

Equity Bottom-Up

<ul>
<li>NVDA numbers AH were a beat - but not a blowout...does it even matter? Not really</li>
<li>5803 Fujikura -56% collapse in 5-days makes for a very attractive long reentry given the markets continued excitement over emerging photonic technologies</li>
<li>Buy the Japanese Space names with both hands with the nascent sector set to get a LOT more attention into the SpaceX listing next month</li>
</ul>


NVDA numbers AH were a beat - but not a blowout...does it even matter? Not really
5803 Fujikura -56% collapse in 5-days makes for a very attractive long reentry given the markets continued excitement over emerging photonic technologies
Buy the Japanese Space names with both hands with the nascent sector set to get a LOT more attention into the SpaceX listing next month


SpaceX Dials up Its TAM as the Space-Space Becomes the Next AI Frontier

Synspective

SpaceX Dials up Its TAM as the Space-Space Becomes the Next AI Frontier