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: Buffets Steps in to Take Stakes in US Homebuilder Majors

Japan Morning Connection: Markets Stage a Big Rally off the Lows as Dip Buying Takes Hold

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Japan Morning Connection: Markets Calm with No Further Tariffs for China

Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions

Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA's H20 with Tech Surge Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel rising afterhours on the news the private sector is also coming to its rescue, likely prompted by the Govt.</li>
<li>Palo Alto beating after hours puts focus on Cybersecurity, while the trend for Trend Micro has lots of room to improve.</li>
<li>Homebuilder confidence down to post pandemic lows but homebuilders barely dipping as market looks through to Sep.</li>
</ul>


Intel rising afterhours on the news the private sector is also coming to its rescue, likely prompted by the Govt.
Palo Alto beating after hours puts focus on Cybersecurity, while the trend for Trend Micro has lots of room to improve.
Homebuilder confidence down to post pandemic lows but homebuilders barely dipping as market looks through to Sep.


ジャパン・モーニング・コネクション：トランプ大統領、インテルとの契約をチップ代金の株式取得に変更