Q3 2026 Investor and Subscriber Call
Next week, on Thursday, the 22nd of October (5-6 PM London time), we’ll be hosting the Q3 2026 call.
Our Philosophy
Our investment philosophy is rooted in fundamental research, discipline and patience. We focus on high quality businesses with durable competitive advantages, long-term growth potential and market prices below our estimate of intrinsic value.
We invest with a long-term perspective, allowing us to look beyond short-term market noise and focus on what matters most: the quality of the business, the price we pay and its potential to compound value over time.
“Our greatest strength is a commitment to continuous learning and rigorous research.“
Dede Eyesan
Values
Dede Eyesan on Investing
Dede Eyesan chats with Kyle from the Investor’s Podcast Network on Jenga Investment Partners’ research on global investing.
Research
Our investment research newsletter on global equities.
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.
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…
Q2 2026 Investor and Subscriber call
30th July 5 - 6pm GMT
I’ll be hosting the Q2 2026 investor call later this week on Thursday 30th July, 5-6 pm (GMT).
H1 2026 Performance Update
H1 2026 Performance Update