Investing in Iraq: Perception vs. Reality

Published on
November 25th, 2020
Duration
52 minutes

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11

Investing in Iraq: Perception vs. Reality

The Expert View ·
Featuring Geoffrey Batt

Published on: November 25th, 2020 • Duration: 52 minutes

Iraq is not a place that immediately comes to mind when thinking of attractive investment opportunities. Despite decades of geopolitical turbulence, investors have long eyed frontier markets like Iraq for high-growth value investments. Geoffrey Batt, Managing Member of Euphrates Advisors, invests exclusively in Iraqi companies – from consumer-packaged goods and banks to telecommunications firms and e-commerce. For over a decade, he has invested in the Iraq Stock Exchange (ISX) and has been able to identify companies with long term capital appreciation. He sees a transformation currently taking place with Iraq's younger generation and the widespread adoption of fintech companies throughout the country. Filmed November 23, 2020. Key Learnings: Batt explains his investment philosophy in searching for economies with potential historic equity re-ratings. He notes that that the greatest opportunities in any market, asset class and investment are those in which there’s a very wide gap between perception and reality.

Comments

Transcript

Chapters

  1. 00:03:21
    WHY INVEST IN IRAQ?
  2. 00:06:45
    INVESTMENT PHILOSOPHY PERCEPTION VS. REALITY
  3. 00:16:01
    BUILDING TRUST
  4. 00:20:37
    EXECUTING THE FIRST TRADES
  5. 00:23:03
    EVOLUTION OF THE IRAQ STOCK EXCHANGE (ISX)
  6. 00:28:51
    PORTFOLIO COMPANIES
  7. 00:35:44
    HIGH GROWTH VALUE INVESTING
  8. 00:40:02
    ECONOMIC REFORM IN MODERN DAY IRAQ
  9. 00:42:29
    TECH AND INNOVATION IN IRAQ
  10. 00:48:26
    HOW TO INVEST IN IRAQ

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