In this investment presentation, we explore the Indian consumer electronics retail industry with a focus on Aditya Vision, a fast-growing retailer founded in 1999 with a presence in the Hindi heartland region. You can view the full presentation below. Executive Summary The past few years have been promising for India’s economy, with rapid economic growth,...Read More

Download presentation here BIEM.L.FDLKK-Investment-PresentationDownload Executive Summary The past decade has seen Chinese apparel brands such as Anta Sports, Li Ning, Bosideng and Biem.L.Fdlkk win market share from foreign brands and gain more credibility with domestic consumers. We believe Biem.L.Fdlkk has an emerging moat in its sub-apparel category driven by its focus on quality, innovation, discipline and long-term culture. This is...Read More

The Jenga team is pleased to host its first virtual call of 2023. The virtual call is an opportunity for you to learn more about our story, investment strategy and performance and gain a better perspective on how we think about capital allocation. Dede Eyesan will share a 30-minute presentation reviewing our investment performance, market...Read More

A Jenga Lens into the Polish Equities Market As global investors, our mandate permits us to scour the world for the best investments we can find, understand and value. In most cases, the companies and areas we invest in differ from our initial thoughts and a good example was our allocation to Poland. Since our...Read More

Earlier in January 2023, Jenga was featured on the Strike.Market manager interview and Dede Eyesan joined their team to discuss why and how Jenga Investment Partners started, our investment philosophy, recent portfolio investments and where we see current opportunities across markets. You can read the full interview here -> https://strike.market/academy/interviews/interview-dede-eyesanRead More

Finding Opportunities in companies worth less than their net cash The market often presents an opportunity for investors to purchase shares in a company valued less than their net cash value (cash and cash equivalents minus total debt). From a book value lens, these companies might look undervalued on a liquidation basis, but do they...Read More

An update on the Jenga Global Strategy 2022 was not a good year for the Jenga Global Strategy. We declined -16.42%, which was well below our benchmark, the MSCI World Index return of -7.37% in 2022. This was our first calendar year of negative returns and underperformance relative to the benchmark, quite far from our...Read More

Reitmans – Emerging from CCAA protection Image: Reitmans clothing store During periods of high inflation, rising interest rates and potentially low market returns, stock pickers need to dig much deeper for investment opportunities. One area we can still find good investments are in special situations, and earlier this year, we initiated our first special situation...Read More

A decade study of the top performing globally listed companies. Download the book below Global-Outperformers-Jenga-Investment-Partners-Ltd-1Download The research in Global Outperformers initially set out to be an internal paper where the Jenga team wanted to understand what drives outperformance in public equity markets. We soon realised outperformers come in different shapes, sizes, countries and industries and...Read More

The Jenga IP team is pleased to announce it has received its regulatory approval from the Financial Conduct Authority “FCA”, the UK’s financial regulatory body, to manage an Alternative Investment Fund (AIF), carry out regulated activities, arrange deals in investments, advice on investments, and safeguard assets. (FRN: 973457) The application process was a pivotal period...Read More