Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

I have been trading Japanese equities since 2004, and have worked for a number of firms in Tokyo, HK and Singapore. For the last few years I have been primarily focused on developing a propietry long/short relative value sector neutral strategy for the TPX500, taking advantage of the sector depth and liquidity which only Japan has to offer in Asia.

Japanese Equity Specialist

Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

Japan Morning Connection: Japan SPE Set for More Upside

Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets

Japan Morning Connection: Risk-On for the AI Ecosystem

Japan Morning Connection: Will SPE Sentiment Begin to Rise?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech strong despite market rotating out of NVDA, with EV related gaining on Cali plan.</li>
<li>Home builders surge on Bessent's nomination; expect a strong follow through for JP related plays.</li>
<li>Activists are on the hunt in Japan - how long before someone starts building a stake in Kyocera?</li>
</ul>


Tech strong despite market rotating out of NVDA, with EV related gaining on Cali plan.
Home builders surge on Bessent's nomination; expect a strong follow through for JP related plays.
Activists are on the hunt in Japan - how long before someone starts building a stake in Kyocera?


Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?