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: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

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

Japan Morning Connection: Tech Out, All Things EU In

Japan Morning Connection: Japan Set to Rebound Led by Tech and Defence

Japan Morning Connection: Nvidia + Trump Tariff Worries Sparks Tech Swoon

Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.</li>
<li>Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.</li>
<li>IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.</li>
</ul>


NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.
Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.
IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.


Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run