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: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Japan Morning Connection: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite

Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Softbank set to gap and run with ARM +10.5% and OpenAI reaching a $850bn valuation.</li>
<li>Aehr Test +23% on a major new data center customer, a positive read for Advantest, Micronics and Teraprobe after heavy selling last week.</li>
<li>Upside for airlines on the prospect for lower oil and increased travel.</li>
</ul>


Softbank set to gap and run with ARM +10.5% and OpenAI reaching a $850bn valuation.
Aehr Test +23% on a major new data center customer, a positive read for Advantest, Micronics and Teraprobe after heavy selling last week.
Upside for airlines on the prospect for lower oil and increased travel.


일본 모닝 커넥션: 이란, 협상 테이블로 향하며 시장 급등