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

Cross Asset Strategy

<ul>
<li>Apple WWDC failing to excite, but suppliers trade better on iPad software revamp news </li>
<li>Bullish broker comments focused on Sandisk's cheap valuation should help the even cheaper Kioxia </li>
<li>Less known Nomura Micro Science running +7.2% yesterday as a play on the burgeoning Indian semi-industry </li>
</ul>


Apple WWDC failing to excite, but suppliers trade better on iPad software revamp news 
Bullish broker comments focused on Sandisk's cheap valuation should help the even cheaper Kioxia 
Less known Nomura Micro Science running +7.2% yesterday as a play on the burgeoning Indian semi-industry 


リスクオンムードが継続し、日本のSPEに再び明るい雰囲気をもたらす