You can read the Magazine here.
It’s been five years since we started laying the foundations of Jenga Investment Partners on the top floor of the LSE student library. When we began this journey, we had no idea where we could go with our passion for investing in companies.
With the support of 20 friends who provided £1,000 each, we got off the ground, investing and learning all we could about our craft and constantly improving our process, strategy, and outcomes.
Five years in, we still believe we are only at the foundational stage of building Jenga Investment Partners and we have a lot of work ahead of us.
I thank all our readers, clients and supporters. Without you, we would never have come this far and we hope to create even more value for you in the many years to come.
In this first Jenga Briefing magazine, we share some lessons learned during our journey of investing in companies and capital allocation.
In this Issue
- Our Story Revisited
- Mentors
- Club to firm
- European Equities: Polish case study
- European Equities: Finding growth
- A luxury market reset
- The Berkshire Hathaway AGM
- The Jenga Research diary
