BOSTON, MA – 09/15/17 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that ETF.com’s interview with Vitaly Veksler, the firm’s CEO and Portfolio Manager, was reprinted or referenced by several leading online financial sources, such as Yahoo Finance, Fidelity Investments, and The Investors Podcast.  

Vitaly Veksler said, “As I was preparing for a meeting with a potential client earlier this week, I discovered that my interview with ETF.com titled "How to Use Single Country ETFs" was reprinted or referred to via links by several excellent financial information and investment firms, including Yahoo Finance, Fidelity Investments (where I worked in the past), and The Investors Podcast. I like the motto of The Investors Podcast: "We Study Billionaires". I am not a billionaire but, hopefully, I am doing something right professionally to bring value to investors.”

To read the interview on The Investors Podcast website, please Click Here

Vitaly was interviewed by ETF.com, one of the world’s leading authorities on Exchange Traded Funds (ETFs), after publishing a white paper titled “Investment Lessons from Fishing: Building Portfolios from Single-Country ETFs”. To read the white paper, please Click Here

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

BOSTON, MA – 08/17/17 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that an interview with Vitaly Veksler, the firm’s CEO and Portfolio Manager, was published today by ETF.com, one of the world’s leading authorities on Exchange Traded Funds (ETFs). The title of the interview is “How to Use Single Country ETFs”.  To read the interview, please Click Here
 
Vitaly was interviewed after publishing a white paper titled “Investment Lessons from Fishing: Building Portfolios from Single-Country ETFs”.  To read the white paper, please Click Here

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

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.
 
​To read the full paper, please Click Here

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].
​

BOSTON, MA – 03/20/17 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, participated in the MIT Sloan Investment Conference 2017 on Friday, March 2017.  Below is the link to the agenda of the conference: http://www.sloaninvestmentconference.com/current-1/
​  
Vitaly said, “I love attending the annual MIT Sloan Investment Management Conference every year as I enjoy learning interesting investment perspectives from accomplished investors working in various segments of the global investment markets.  It was a pleasure for me to share my views on the global macroeconomic and investment topics along with those of my terrific co-panelists, Michael Gapen, Chief US Economist at Barclays Investment Bank, and Erik Weisman, Chief Economist & Fixed Income Portfolio Manager at MFS Investment Management, on a panel titled “Where Macro Meets Markets.”  I would like to thank Jonathan Parker, Robert C. Merton (1970) Professor of Finance at the MIT Sloan School of Management, for masterfully moderating the panel!  I would also like to thank the conference’s organizers for extending an invitation to me.”

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

BOSTON, MA – 11/01/16 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that the value of its international equity portfolio increased by 5.58% during the third quarter of 2016. The firm’s portfolio underperformed its benchmark, MSCI All Country World (ACWI) ex USA Value Weighted Index, during the quarter as the benchmark’s value increased by 8.82%. Since the beginning of 2016, the portfolio has outperformed the index by 9.78%. In absolute terms, the value of BBIS’ portfolio increased by 17.05% during the period.

​To read the full report, please Click Here

​BOSTON, MA – 10/26/16 – Beyond Borders Investment Strategies, LLC (BBIS) announced that Vitaly Veksler, the firm’s CEO and Portfolio Manager, presented at Emerging Markets: Investment Theory and Practice class at Harvard University on October 23.  He talked about BBIS’ country selection and rotation strategy in the context of investing in these countries’ equity markets. Vitaly shared with students his firm’s overview, talked about reasons for the firm’s existence, demonstrated key elements of the firm’s investment process, gave examples of macro trend analysis (i.e. China’s commodity demand) and individual country trade analyses, and commented on the firm’s competitive advantages.  Vitaly also presented at this class last year.
 
Vitaly said, “It was a pleasure to share my thoughts on my firm’s country selection and rotation strategy at a class taught by such a maestro of emerging market investing as Peter Marber, Head of Emerging Markets Investments at Loomis, Sayles & Co. Peter is one of the rare investment management professionals who clearly gets the “big picture” of investing in emerging markets. He sees links between developments in emerging market economies and different asset classes, such as stocks, bonds, currencies, and commodities. He also sees impact of developments in one asset class on the other classes. As a true “renaissance” man, Peter has authored or co-authored five books on emerging markets in addition to his investment work.
 
As an entrepreneur, whose firm invests using a strategy that almost nobody around the world does, I was thrilled to be invited to the class that concentrates on analyzing links between investment theory and practice in my area of expertise, i.e. international and emerging market investing. To be invited by such a distinguished professional as Peter Marber made my visit even more special.
 
I enjoyed answering multiple questions from the students in this class. These questions demonstrated that people asking them had strong knowledge of investing in emerging markets and deep interest in learning more about innovative strategies of investing there.”
 
Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected].

​BOSTON, MA – 10/18/16 – Beyond Borders Investment Strategies, LLC announced that Vitaly Veksler, the firm’s CEO and Portfolio Manager, participated in Cornell University’s 6th Annual Emerging Markets Conference in New York last Friday, October 14.  The conference was organized by The Emerging Markets Institute (EMI) at the Samuel Curtis Johnson Graduate School of Management at Cornell University. 
 
Vitaly Veksler said, “It was a pleasure to share my thoughts on countries to invest in during a panel titled Looking at Investment Opportunities in Emerging Markets.  I also enjoyed listening to other presenters about their “war stories” of investing in emerging markets.  It was great to share with the conference attendees and organizers a “war story” that I observed at a company where I worked before.  It involved an investment in Yukos, one of the best-run and the most transparent Russian oil company in the early 2000s.  The company was widely believed to be bankrupted due to the conflict between the company’s CEO and Russian authorities. 
 
This experience made me question the wisdom of investing in individual stocks in emerging markets, at least as it relates to the funds that I manage.  No matter how diligent investors in these countries are, they may not have full information about political, regulatory, taxation and other issues related to these companies.  I thought a lot about the Yukos story and concluded that if I were to start a firm that would invest in emerging markets, I would rather use equity country funds than equities of individual companies as building blocks for the firm’s investment portfolios.  An equity country fund’s price would not go down to zero if one company in the fund went bankrupt.  
 
I founded Beyond Borders Investment Strategies more than a decade after the Yukos collapse, when single-country exchange traded funds (ETFs) that follow performance of stock markets in almost 50 countries, became available.  I concluded my presentation at the conference with one of my favorite Nelson Mandela’s quotes, “You never lose.  You either win or learn.”
 
Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected].
​

BOSTON, MA – 09/29/16 – Beyond Borders Investment Strategies, LLC announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, will participate in the investment panel discussion at the Emerging Multinationals Conference 2016 organized by the Emerging Markets Institute at Cornell University’s Samuel Curtis Johnson Graduate School of Management. The conference will take place in New York City on October 14.
 
Vitaly Veksler said, “It is an honor for me to participate in an emerging market conference organized by one of the world’s leading business schools. Conferences organized by Cornell University always attract thought leaders in their fields, no matter what these fields are. It is flattering that the conference’s organizers got interested in my firm’s country selection and rotation strategy. At Beyond Borders Investment Strategies, we use this strategy to manage equity portfolios that we build from exchange traded funds (ETFs) of countries where equity markets trade at significant discounts to their long-term averages. I look forward to a dialogue with the conference’s attendees and other speakers on this and other topics related to emerging market investing.”

Below is the link to the conference’s website: http://www.johnson.cornell.edu/Emerging-Markets-Institute/News-Events/Conferences/Emerging-Multinationals-Conference-2016