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: Mixed Read from the US but Direction Pointing Higher

Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday

Japan Morning Connection: Mixed Tape but Gains for Names to Benefit from a US Focused AI Industry

Japan Morning Connection: Big Capex Guidance from Alphabet a Positive for Semicap Related

Japan Morning Connection: Trump Tariff U-Turn Will Help Markets Start Better

Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SMCI and server cooling names higher on Blackwell rack announcement.</li>
<li>Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.</li>
<li>Signs that Minebea Mitsumi may be finally reaching a bottom? </li>
</ul>


SMCI and server cooling names higher on Blackwell rack announcement.
Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.
Signs that Minebea Mitsumi may be finally reaching a bottom? 


Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market