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 Tech Meltdown Set to Hit Japan AI/Tech Names Again

Japan Morning Connection: US Tech and Semi Rebound Feel's like a Dead Cat Bounce

Japan Morning Connection: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher

Japan Morning Connection: AI Binge Buying Should Continue in Japan

Japan Morning Connection: Trump Opening the Floodgates to AI Investment

Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Power/Analog names set for a weak start after the negative read-through from Texas Industries numbers Friday.</li>
<li>Disco numbers looks overly conservative and a good chace to revisit with 'Stargate' gains erased after Fridays drop.</li>
<li>Sapporo Holdings quelling concerns its main activist investor was divesting should be enough to see this rebound.</li>
</ul>


Power/Analog names set for a weak start after the negative read-through from Texas Industries numbers Friday.
Disco numbers looks overly conservative and a good chace to revisit with 'Stargate' gains erased after Fridays drop.
Sapporo Holdings quelling concerns its main activist investor was divesting should be enough to see this rebound.


Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans

Japan IT

Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans