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>Sentiment for Sumitomo Forestry will continues to rise with pressure on US rates increasing. </li>
<li>Coreweave fails to live up to the hype dropping -20% on profit miss, but topline growth remains strong </li>
<li>Cisco Systems reporting their AI infrastructure orders were double initial expectations for 2025</li>
</ul>


Sentiment for Sumitomo Forestry will continues to rise with pressure on US rates increasing. 
Coreweave fails to live up to the hype dropping -20% on profit miss, but topline growth remains strong 
Cisco Systems reporting their AI infrastructure orders were double initial expectations for 2025


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