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: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher

Japan Morning Connection: Pre-Tariff Relief Rally Will Start Japan Higher to Start

Japan Morning Connection: US Markets Well off the Lows Pointing to Better Start for JP

Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Definitely a worse outcome than expected, but Canada and Mexico exemptions show the path to negotiation.</li>
<li>Firms with Vietnam manufacturing hit hard, as well as Apple given its exposure to Chinese manufacturing.</li>
<li>Nintendo's Switch2 has taken a big step up - but without the big titles is it enough to spark a replacement cycle?</li>
</ul>


Definitely a worse outcome than expected, but Canada and Mexico exemptions show the path to negotiation.
Firms with Vietnam manufacturing hit hard, as well as Apple given its exposure to Chinese manufacturing.
Nintendo's Switch2 has taken a big step up - but without the big titles is it enough to spark a replacement cycle?


Japan Morning Connection: Trump's Tariff Shock Set to Roil Japan with a 10% + 24% Baseline