Q3 2026 Jenga IP Quarterly Letter
The Jenga Investment Partners Q3 2026 Investor Letter to its investors and partners.
You can access the PDF of the Jenga IP Quarterly letter here.
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Global Outperformers
An investment research newsletter by Jenga Investment Partners.
Mexican Airports
A 2026 GAP, ASUR and OMA update
Last April, I explored listed airports and made the case for two Mexican airport groups:
Intuit FY2026 Earnings Review
Intuit reported its FY 2026 earnings results yesterday, and despite the negative market reaction, I was generally pleased with both its FY…
Adobe Investment Case Summary
I published a deep dive into Adobe last week and you can read the abridged one-page summary below.
Adobe Inc.
A deep dive and investment case
An easier to read PDF copy is available just below for paid readers.
Reflections on quality investing
Business quality is the most important factor when making long-term investments, but unlike growth or value, there isn’t a single metric that…
The home of our latest research, ranging from articles and newsletters to interviews and podcasts.
International Container Terminal
We recently initiated a position in International Container Terminals (ICTSI), a Philippines-listed emerging market…
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Investment Checklist
Investment Checklist Quality (50%) Objective: To find the highest quality companies with both quantitative…
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Owner’s Manual
Unlike a Fund prospectus, Investment Management Agreement and subscription forms, our Owner’s Manual is…
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Cyclicals. A 2025 Review
You can read the full PDF here. Businesses, industries and markets experience cycles of…
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Mexican Airports. An investment memo
Airport operators are generally high moat businesses, and we have a preference for airports…
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Postcard from Bulgaria
As part of our global equities research, we had the opportunity to visit several…
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Value Investing in Emerging Markets
To view the full presentation, please click here. Executive Summary We were invited to…
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Postcard from Greece
In 2012, few would have predicted that Greece would regain an investment-grade rating from…
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Jenga IP 2024 Magazine
You can read the Magazine here. It’s been five years since we started laying…
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Postcard from Lagos
We hosted our inaugural Global Roadshow Dinner on September 26th in Lagos, Nigeria, at…
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Investment case study – Staples Retail
During the Jenga Investment Partners Ltd Roadshow in Lagos, Nigeria, we delivered a case…
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Alpha Group Investment Pitch
You can listen to the podcast here. Podcast Preview [00:00:00] Dede Eyesan: We’re looking…
Read More Postcard from Lagos
We hosted our inaugural Global Roadshow Dinner on September 26th in Lagos, Nigeria, at…
Read More Alpha Group Investment Pitch
You can listen to the podcast here. Podcast Preview [00:00:00] Dede Eyesan: We’re looking…
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Untangling Global outperformers with TIP
Dede Eyesan featured on the Investor’s Network Podcast with Kyle Grieve and discussed some…
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Lessons from a decade of ten baggers
You can listen to the podcast here. Kyle Grieve chats with Dede Eyesan about…
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MOI Global Presentation by Jenga IP
View the interview here. We were welcomed to the Manual Of Ideas Global Meet-the-author…
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Fifty Faces Podcast on Jenga IP
Excerpt from the Fifty Faces Podcast. Dede Eyesan is Founder and CEO of Jenga…
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Global outperformers and unsung heroes
You can listen to the podcast here. (00:00:00) – Early life and…
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Podcast with Value Hive
We were featured on the Value Hive podcast, where we discussed the Jenga Investment…
Read More Investment Checklist
Investment Checklist Quality (50%) Objective: To find the highest quality companies with both quantitative…
Read More Owner’s Manual
Unlike a Fund prospectus, Investment Management Agreement and subscription forms, our Owner’s Manual is…
Read More Cyclicals. A 2025 Review
You can read the full PDF here. Businesses, industries and markets experience cycles of…
Read More Postcard from Bulgaria
As part of our global equities research, we had the opportunity to visit several…
Read More Value Investing in Emerging Markets
To view the full presentation, please click here. Executive Summary We were invited to…
Read More Postcard from Greece
In 2012, few would have predicted that Greece would regain an investment-grade rating from…
Read More Untangling Global outperformers with TIP
Dede Eyesan featured on the Investor’s Network Podcast with Kyle Grieve and discussed some…
Read More Lessons from a decade of ten baggers
You can listen to the podcast here. Kyle Grieve chats with Dede Eyesan about…
Read More Global outperformers and unsung heroes
You can listen to the podcast here. (00:00:00) – Early life and…
Read More Podcast with Value Hive
We were featured on the Value Hive podcast, where we discussed the Jenga Investment…
Read More 
Polish Equities
You can read the full article here. As global investors, our mandate permits us…
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Strike Market Interview
We had the opportunity of sharing our story and investment thoughts with Strike.Market. You…
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Global Outperformers
Download the book here Since the creation of the first modern stock market in…
Read More Owner’s Manual
Unlike a Fund prospectus, Investment Management Agreement and subscription forms, our Owner’s Manual is…
Read More Jenga IP 2024 Magazine
You can read the Magazine here. It’s been five years since we started laying…
Read More Global Outperformers
Download the book here Since the creation of the first modern stock market in…
Read More International Container Terminal
We recently initiated a position in International Container Terminals (ICTSI), a Philippines-listed emerging market…
Read More Investment Checklist
Investment Checklist Quality (50%) Objective: To find the highest quality companies with both quantitative…
Read More Mexican Airports. An investment memo
Airport operators are generally high moat businesses, and we have a preference for airports…
Read More Postcard from Bulgaria
As part of our global equities research, we had the opportunity to visit several…
Read More Postcard from Greece
In 2012, few would have predicted that Greece would regain an investment-grade rating from…
Read More Investment case study – Staples Retail
During the Jenga Investment Partners Ltd Roadshow in Lagos, Nigeria, we delivered a case…
Read More 
Biem.L.F.dlkk (Biyinlofen) Investment Pitch
We invested in a Chinese sports apparel brand with a quirky name – Biem.L.Fdlkk,…
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Aditya Vision Investment Pitch
View the presentation here. Executive Summary The past few years have been promising for…
Read More Polish Equities
You can read the full article here. As global investors, our mandate permits us…
Read More Strike Market Interview
We had the opportunity of sharing our story and investment thoughts with Strike.Market. You…
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Q2 2026 Investor call
Q2 2026 Investor Call Registration Form First Name *Last nameEmail Address *Do you want…
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Q1 2026 Investor call
Q1 2026 Investor Call Registration Form First Name *Last nameEmail Address *Do you want…
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Q4 2025 Investor call
Q4 2025 Investor Call Registration Form First Name *Last nameEmail Address *Do you want…
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Q3 2025 Investor call
Q3 2025 Investor Call Registration Form First Name *Last nameEmail Address *Do you want…
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