Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

I have been trading Japanese equities since 2004, and have worked for a number of firms in Tokyo, HK and Singapore. For the last few years I have been primarily focused on developing a propietry long/short relative value sector neutral strategy for the TPX500, taking advantage of the sector depth and liquidity which only Japan has to offer in Asia.

Japanese Equity Specialist

Japan Morning Connection: 6301 JP, 6326 JP, 2503 JP

Japan Morning Connection: 6758 JP, 6920 JP, 7936 JP

Japan Morning Connection: 9984 JP, 8035 JP, 6525 JP

Japan Morning Connection: 8697 JP, 7453 JP, 7453 JP

Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>More tech weakness in the US but most names off their lows, with Japan futures pointing to a recovery</li>
<li>Big margin calls yesterday at Japanese retail brokers may see continued forced selling in the most crowded names.</li>
<li>A quick glance at names with upside catalysts/strong fundamental drivers which should have room to run on an overall market recovery.</li>
</ul>


More tech weakness in the US but most names off their lows, with Japan futures pointing to a recovery
Big margin calls yesterday at Japanese retail brokers may see continued forced selling in the most crowded names.
A quick glance at names with upside catalysts/strong fundamental drivers which should have room to run on an overall market recovery.


Japan Morning Connection: 7453 JP, 4307 JP, 6857 JP