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: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In

Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down

Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong to Start

Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan defence may be buoyed by comments from Frances Macron that spending needs to rise.</li>
<li>Wild ride for Kokusai Electric continues as outstanding short interest jumps 46% over the last week.</li>
<li>Kura Sushi bringing back free meals - limit up yesterday, but with a big SI will there be more today?</li>
</ul>


Japan defence may be buoyed by comments from Frances Macron that spending needs to rise.
Wild ride for Kokusai Electric continues as outstanding short interest jumps 46% over the last week.
Kura Sushi bringing back free meals - limit up yesterday, but with a big SI will there be more today?


Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy