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 Shrugging off Megacap Weakness as Quantum Shines

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Expect a strong follow through from Japan's SPE despite a rare outperformance last week</li>
<li>Laggards such as TEL, Screen and Micronics may be targets.  </li>
<li>Many mainstay EU defence names surged to new highs; expect heavies and JSW upside</li>
</ul>


Expect a strong follow through from Japan's SPE despite a rare outperformance last week
Laggards such as TEL, Screen and Micronics may be targets.  
Many mainstay EU defence names surged to new highs; expect heavies and JSW upside


Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

Japan IT

Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week