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: Tech Out, All Things EU In

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

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

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.</li>
<li>Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.</li>
<li>Names such as Daikin and Shimano may also catch a bid on the German spending news.</li>
</ul>


Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.
Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.
Names such as Daikin and Shimano may also catch a bid on the German spending news.


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