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

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

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...Read More

Over the past few weeks, the Jenga team studied civilisation and how humans transformed from the industrial revolution to the computing age. The mid-1700s to the early 1900s brought great insights into the evolution of businesses, capitalism, and technological advancement’s impact on western society. Our report below merges a descriptive and analytical lens to infer...Read More

The sudden explosion of fintech activity amid the covid-19 pandemic has set in motion a digital transformation in Latin America. Until recently, legacy players such as Brazil’s Itaú Unibanco and Mexico’s Grupo Financiero BBVA have enjoyed a lack of competition.  Colombia has only 25 banks, compared to the thousands of banks in the United States....Read More