This paper describes three major existing methods of investing in international equity markets. They include bottom-up stock picking, “hybrid” stock picking, and investing in funds or Exchange Traded Funds (ETFs) that closely follow broad-based international indices. The paper also describes the fourth, alternative, method of international equity investing, namely, construction of portfolios from single-country equity ETFs that was developed at Beyond Borders Investment Strategies, LLC. It explains the firm’s reasoning for developing this new method. The paper proceeds to compare selection of different ships for fishing with investment portfolios built using the four methods above. The paper describes groups of countries that each investment method is more appropriate for. Finally, it talks about competitive advantages of building portfolios from single-country ETFs versus the three major established methods in such areas as potential reduction of risk of capital loss, flexibility of investment selection, speed of entering & exiting investment positions, and investment management fees.
 
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BOSTON, MA – 07/11/17 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, presented at Emerging Markets: Investment Theories and Practice class at Harvard University on July 9. It was Vitaly’s third time as an invited speaker at the class. He talked about BBIS’ country selection and rotation strategy used for investing in equity markets of emerging and frontier markets, as well as developed countries. Among other topics, Vitaly shared with students his firm’s overview, demonstrated key elements of the firm’s investment process, commented on the process’ competitive advantages, and investment strategy’s performance over the firm’s three and a half years of existence.

​Vitaly said, “It was a pleasure to be invited as a guest speaker by Peter Marber, a long-time investor in and analyst of emerging markets. Most recently, he served as the Head of Emerging Markets Investments at Loomis, Sayles & Company, one of the most prominent Boston-based investment companies. Peter has also authored or co-authored five books on emerging markets in addition to his investment work. It is a compliment and an honor when a professional of Peter Marber’s caliber and vision selects your firm’s investment strategy from hundreds of strategies offered by much larger and better-known firms as a differentiated one that he would like to be presented to his students at one of the best universities in the world.

It was great to present to a knowledgeable audience with deep interest in emerging markets. The students asked me thoughtful questions about BBIS’ investment strategy during and after the presentation. I look forward to continuing dialogue with a number of them in the future.”

Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected].
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