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 Set to Rebound Led by Tech and Defence

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

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

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

Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA started the day in the green but was sold aggressively off the open pulling everything lower.</li>
<li>Dell rebounded in later trading after strong numbers in a bright spot for sentiment.</li>
<li>Advantest taking a minority stake in Micronics a big positive and todays weakness may be the chance to buy.</li>
</ul>


NVDA started the day in the green but was sold aggressively off the open pulling everything lower.
Dell rebounded in later trading after strong numbers in a bright spot for sentiment.
Advantest taking a minority stake in Micronics a big positive and todays weakness may be the chance to buy.


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