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: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?

Big Tech Fades on NVDA While Micron, Apple Supplies Gain

AI Related Plays Out of the Gates Strong for 2025

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Market looking past new US semi restrictions with semi majors recovering off pre-market lows.</li>
<li>Earnings beat for KB Homes a shot in the arm for embattled Homebuilders... watch Sumitomo Forestry and Sekisui House for upside.</li>
<li>FA major Yaskawa numbers on Friday were a miss, but signs of a bottoming emerging.</li>
</ul>


Market looking past new US semi restrictions with semi majors recovering off pre-market lows.
Earnings beat for KB Homes a shot in the arm for embattled Homebuilders... watch Sumitomo Forestry and Sekisui House for upside.
FA major Yaskawa numbers on Friday were a miss, but signs of a bottoming emerging.


Japan Morning Connection: Persistent US Tech Weakness, but off the Days Lows

Japan IT

Japan Morning Connection: Persistent US Tech Weakness, but off the Days Lows