Month

September 2021
11
The Israeli high-technology medical devices and equipment industry has produced a few success stories, with InMode now leading this sector.  We believe InMode is a high-quality aesthetics device company with industry-leading results. As of its last quarterly update, Q2 2021, InMode had three segments Minimally-Invasive (70%), Hands-free (23%) and Noninvasive (7%). -% of revenue sales. ...
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11
For the first full year, the Jenga Global Strategy returned (+27.3%) and outperformed the FTSE All-Share Index (+22.5%), MSCI World Index (+23.0%) and the S&P 500 Index (+23.0%) in British pound sterlings (£) and dividends included.  In the report below, we share the portfolio update and commentary on markets and businesses we invested in.  Jenga...
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