The following are notes from Bechara Nasr’s presentation from the 10th Annual Sohn London Investment Conference took place on December 6th, 2023. Westbourne River Partners’ Bechara Nasr on Greece Greece is currently experiencing a significant turning point in its economic trajectory. Noteworthy improvement in credit rating, recently reclassified into the investment-grade category. According to the IMF, Greece is exhibiting signs of economic growth. Despite defaulting a decade ago, Greece has steadily reduced its debt levels. Economic Needs and Investment Opportunities: Greece is in need of increased investment to support its economic development. Loan-to-deposit ratio stands at 66%, a marked improvement…
Sohn London Investment Conference 2023: Westbourne River On Greece
Jacob Wolinsky
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.
