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March 10, 2023 44 mins

(00:00:00) – Early life and investing in Nigeria

(00:06:54) – Learning about investing

(00:08:39) – Thesis for studying Global Outperformers

(00:13:51) – Value, Growth or not that simple?

(00:16:41) – The story of Sony

(00:20:07) – Small Caps

(00:22:26) – Geographic tailwinds

(00:29:38) – How important is Qualitative analysis?

(00:35:53) – Overcoming hurdles to start an Asset Management firm

(00:38:03) – Origin of the name Jenga

(00:39:43) – Unsung investment heroes

 

Introduction

My guest on today’s show is Dede Eyesan.

Dede is the founder and CEO of Jenga Investment Partners, a Global Investment Company leading the next generation of investors. He is also the author of ‘Global Outperformers’ a study of the top performing global listed companies returning more than 1,000% in 10 years.

Join me as we discuss:

  • Early investing in Nigeria
  • How to look for 10 baggers over the next decade
  • Relatively unsung investment heroes, one of which has a surprising story about overcoming seemingly insurmountable hurdles

Important Links

Jenga Investment Partners - https://www.jengaip.com/

#InvestmentManagerPodcast

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