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. Request to download the book using the form below : 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,...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

“I’m a person who likes to let the results speak for themselves.” Allan Gray Last month, we began our three-part briefing on unsung investment heroes who have a significant impact on how we invest and operate at Jenga. Allan Gray Investors familiar with the Southern Africa public markets will be aware of AG (Allan Gray),...Read More

“I can do what anyone else can, just a little differently.” Laura Sloate In our journey to becoming better investors every day, we often seek to learn from the many investors who have established world-class track records over decades. Investing is a continuous journey of learning and unlearning things about the world while aiming to...Read More

Executive Summary Global equity investors have been hit with a reality check as companies and nations deal with the effects of (1) the supply chain crisis, (2) inflation, (3) the great resignation impact on labour wages and more recently, (4) conflict in Eastern Europe. The MSCI World Index saw its worst start since the financial...Read More

Medifast has delivered a successful turnaround of the OPTAVIA franchise and has exceeded initial growth expectations. While its competitive advantages might be unclear to some, Medifast is our top choice in our health and wellness theme among global peers. OPTAVIA stands out from other weight-management kit companies due to the ‘Habits of Health Transformational System’,...Read More