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: US Respite and UKR News Should Be Enough for JP Upside

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

Japan Morning Connection: Tech Out, All Things EU In

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.</li>
<li>However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.</li>
<li>Still room for EU related plays to gain with many related names inherently defensive.</li>
</ul>


Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.
However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.
Still room for EU related plays to gain with many related names inherently defensive.


Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value