On September 26th, we hosted our inaugural Roadshow dinner, bringing together business executives, family offices, and high-net-worth individuals (HNIs). Representing Jenga Investment Partners were Anil Joshi and Dede Eyesan, with David Alabi from CNBC Africa moderating the evening’s panel discussion and presentation. In our Postcard letter below, we provide an overview of the event, key...Read More

The Briefings Magazine discusses some investment insights, themes and notes from our management meetings at Jenga Investment Partners. In this first issue, we explore the following topics: Our Story Revisited Mentors Club to Firm European Equities: Polish Equities European Equities: Finding Growth A luxury market reset Berkshire Hathaway AGM Notes The Jenga Research Diary Jenga...Read More

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