BOSTON, MA – 06/11/21 – Beyond Borders Investment Strategies, LLC (BBIS) announced that Vitaly Veksler, the firm’s CEO and Portfolio Manager, was interviewed by Jeff Mount on the Dynamic Mapping podcast on June 4, 2021. The podcast’s episode with Vitaly’s interview is titled “Dynamic Mapping Introduction to Global Macro Investing.” The podcast focuses on “interviewing professionals who support the essential family office service model and deliver tips on their area of expertise.” Below are several topics discussed during the podcast:
The podcast episode can be found on one of the podcast platforms listed at the end of the post.
During the podcast, Vitaly has mentioned a white paper titled “Investment Lessons from Fishing: Building Portfolios from Single-Country ETFs” that I authored in 2017. In the paper, he compared BBIS’ method of building portfolios from single-country equity ETFs with three widely-spread methods of international investing: bottom-up stock picking, “hybrid” stock picking, and investing in funds or Exchange Traded Funds (ETFs) that closely follow broad-based international indices. The investment methods were compared 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.
The paper also described the painful stock loss that convinced him to use single-country ETFs as building blocks for Beyond Borders Investment Strategies’ portfolios (see Topic 3 above).
To read the paper, please Click Here
Finally, if you are interested in learning more about the firm’s impact investment goals mentioned as Topic 1 above, please read the white paper titled “We Will Not Leave You Behind: Economic, Social and Political Impact of Investing via Single-Country Equity ETFs in Countries During and After Major Crises.” The paper described a short but dramatic experience that made Vitaly start a firm decades later that would focus on both earning money for its investors and helping countries and their citizens recover from crises. The paper described the former Soviet republics’ rocky transition from socialism to capitalism that caused the massive economic crisis. The last part of the paper introduced the firm’s triple bottom line. The paper explained ten differentiating impact-investment features of the firm’s investment style that may be of interest to impact investors.
To read the paper, please Click Here
The “Dynamic Mapping Introduction to Global Macro Investing” podcast episode may be found on the following podcast platforms listed in alphabetical order:
Please let us know if you have questions about the podcast episode, white papers mentioned above, or any other topic related to Beyond Borders Investment Strategies, LLC by sending a message to [email protected].
- The tremendous positive power of investments in ending a massive economic crisis that seemed endless in Russia and other former Soviet republics after the collapse of the USSR. Observing that power motivated Vitaly to start an investment firm that would focus on earning returns for its investors while also helping to end crises in countries worldwide.
- Controlling risks of BBIS’ investment portfolios through diversification AMONG countries (not investing more than 10% of a portfolio in any country) and WITHIN each country by using single-country equity Exchange Traded Funds (ETFs), or fund vehicles that contain dozens and hundreds of stocks, as building blocks of the portfolios.
- A painful stock loss that convinced Vitaly to use ETFs rather than individual stocks as the portfolios’ building blocks.
- BBIS’ favorite valuation measure of country stock market attractiveness, also known as The Buffett Indicator (after Warren Buffett).
- A country stock market that Vitaly considered to be one of the biggest investment opportunities as of early June 2021.
The podcast episode can be found on one of the podcast platforms listed at the end of the post.
During the podcast, Vitaly has mentioned a white paper titled “Investment Lessons from Fishing: Building Portfolios from Single-Country ETFs” that I authored in 2017. In the paper, he compared BBIS’ method of building portfolios from single-country equity ETFs with three widely-spread methods of international investing: bottom-up stock picking, “hybrid” stock picking, and investing in funds or Exchange Traded Funds (ETFs) that closely follow broad-based international indices. The investment methods were compared 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.
The paper also described the painful stock loss that convinced him to use single-country ETFs as building blocks for Beyond Borders Investment Strategies’ portfolios (see Topic 3 above).
To read the paper, please Click Here
Finally, if you are interested in learning more about the firm’s impact investment goals mentioned as Topic 1 above, please read the white paper titled “We Will Not Leave You Behind: Economic, Social and Political Impact of Investing via Single-Country Equity ETFs in Countries During and After Major Crises.” The paper described a short but dramatic experience that made Vitaly start a firm decades later that would focus on both earning money for its investors and helping countries and their citizens recover from crises. The paper described the former Soviet republics’ rocky transition from socialism to capitalism that caused the massive economic crisis. The last part of the paper introduced the firm’s triple bottom line. The paper explained ten differentiating impact-investment features of the firm’s investment style that may be of interest to impact investors.
To read the paper, please Click Here
The “Dynamic Mapping Introduction to Global Macro Investing” podcast episode may be found on the following podcast platforms listed in alphabetical order:
- Amazon Music
- Apple Podcast
- Audible
- Buzzsprout
- Deezer
- Google Podcasts
- Listen Notes
- Podcast Addict
- Podcast Index
Please let us know if you have questions about the podcast episode, white papers mentioned above, or any other topic related to Beyond Borders Investment Strategies, LLC by sending a message to [email protected].
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