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

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

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

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

Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Watch Softbank after bullish comments from ARM that it expects 50% DC GPU market share this year.</li>
<li>Hegseth's Japan trip concludes with no demand for higher defense spending.</li>
<li>Shiseido was sharply higher yesterday after activist announces larger stake in an easy squeeze.</li>
</ul>


Watch Softbank after bullish comments from ARM that it expects 50% DC GPU market share this year.
Hegseth's Japan trip concludes with no demand for higher defense spending.
Shiseido was sharply higher yesterday after activist announces larger stake in an easy squeeze.


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

Japan IT

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