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: Japan SPE Set for More Upside

Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>HP and Dell misses after-mkt yesterday setting off a wave of tech selling.</li>
<li>MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?</li>
<li>Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.</li>
</ul>


HP and Dell misses after-mkt yesterday setting off a wave of tech selling.
MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?
Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.


Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

Japan IT

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight