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: AI Binge Buying Should Continue in Japan

Chiba Bank - Net Interest Income Up, Expect More with BOJ Hike, Credit Metrics Allow Flow Through

Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans

Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Softbank pledging $500bn worth of AI investment over the next 4-years will send JP SPE higher.</li>
<li>Plenty of high-quality semi-related names in Japan yet to recover from last years 4Q sell-off.</li>
<li>DR Horton numbers were a beat, but sold off their AM highs despite the weakening yields. Any sell off a buy the dip change for Sumi Forestry.</li>
</ul>


Softbank pledging $500bn worth of AI investment over the next 4-years will send JP SPE higher.
Plenty of high-quality semi-related names in Japan yet to recover from last years 4Q sell-off.
DR Horton numbers were a beat, but sold off their AM highs despite the weakening yields. Any sell off a buy the dip change for Sumi Forestry.


Japan Morning Connection: Trump Opening the Floodgates to AI Investment