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: Markets Swing Back to Risk on Potential for Watered Down Tariffs

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan

Ortus Advisors

Cross Asset Strategy

<ul>
<li>Micon management blaming soft NAND pricing, yet the outlook looks bright with price hikes on the horizon for April.</li>
<li>Trump announcing the F-47 fighter jet after his status as 47th president sending Boeing up and Lockheed down</li>
<li>Mega banks and Reginal banks posted sizable gains in Japan last week on expectations for higher yields. Looks priced in, but markets need something to chase with AI fever waning. </li>
</ul>


Micon management blaming soft NAND pricing, yet the outlook looks bright with price hikes on the horizon for April.
Trump announcing the F-47 fighter jet after his status as 47th president sending Boeing up and Lockheed down
Mega banks and Reginal banks posted sizable gains in Japan last week on expectations for higher yields. Looks priced in, but markets need something to chase with AI fever waning. 


Japan Morning Connection: Micon After Market Gains Fail to Follow-Through