Beyond Borders Investment Strategies
BEYOND BORDERS INVESTMENT STRATEGIES, LLC
  • Home
  • Investment Philosophy
    • Home Country Bias Problem
    • Our Solution
    • Advantages of Our Approach
  • Team
  • Our Publications / Events
  • Frequently Asked Questions
  • Reading Room
  • Contact Us

Beyond Borders Investment Strategies' PORTFOLIO Manager spoke at Harvard University

10/26/2016

0 Comments

 
​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].
Picture
Picture
Picture
Picture
0 Comments

Beyond Borders Investment Strategies' CEO SPOKE AT CORNELL UNIVERSITY’S EMERGING MARKET CONFERENCE in New YorK

10/18/2016

0 Comments

 
​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].
​
Picture
Picture
Picture
0 Comments

    Author

    Vitaly Veksler

    Archives

    January 2025
    July 2024
    June 2024
    January 2024
    December 2023
    October 2023
    May 2023
    March 2023
    December 2022
    November 2022
    April 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    July 2021
    June 2021
    March 2021
    January 2021
    December 2020
    November 2020
    September 2020
    March 2020
    February 2020
    November 2019
    July 2019
    May 2019
    March 2019
    February 2019
    July 2018
    May 2018
    March 2018
    December 2017
    September 2017
    August 2017
    July 2017
    March 2017
    January 2017
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    April 2016
    January 2016
    December 2015
    November 2015
    October 2015
    August 2015
    June 2015
    March 2015
    January 2015
    September 2014
    July 2014
    March 2014

    Categories

    All

    RSS Feed

Copyright © 2020. Beyond Borders Investment Strategies, LLC. All rights reserved.