​BOSTON, MA – 02/24/20 – Beyond Borders Investment Strategies, LLC (BBIS) announced that Vitaly Veksler, BBIS’ CEO and Portfolio Manager, spoke on the Impact Investing panel at the MIT Sloan Investment Conference this Friday, February 21.
 
Vitaly Veksler said in a message on LinkedIn, “I was very excited to speak on the Impact Investing panel at the MIT Sloan Investment Conference on Friday. My co-panelists, other speakers, and moderators were “rock stars”. I am grateful to them for their gift of knowledge!

I shared with the audience my non-financial reasons for starting Beyond Borders Investment Strategies. The firm’s impact investment goals are to help crisis-stricken countries and their citizens recover from crises via our investments in single-country equity ETFs, and to contribute to strengthening global security by reducing militant nationalism that often develops during crises and may spill on the international arena in the form of wars or terrorism. I was overwhelmed by the positive feedback from so many people that they expressed in person at the conference and via messages after it.

It is always a pleasure to attend MIT Sloan: I really enjoy seeing my old friends and making new ones. Also, I was very happy that my wife and my son joined me at the conference this year. It was the first time my 9-year-old son attended a conference where I spoke!”
 
Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected]. Thank you!

BOSTON, MA – 11/12/19 – Beyond Borders Investment Strategies, LLC (BBIS) announced that yesterday Advisor Perspectives published an article titled “Helping Crisis-Stricken Countries Recover with Single-Country ETFs” by Vitaly Veksler, BBIS’ CEO and Portfolio Manager. Advisor Perspectives is a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.

Vitaly Veksler said in a LinkedIn message, “The article explains that by investing in single-country equity ETFs of countries, which are going through or recently weathered major crises, investors can not only earn attractive investment returns, but also make the world a better place. Investors can impact the countries and their citizens in a positive way by helping them recover from these crises. In addition, investors can contribute to strengthening global security and stability by reducing militant nationalism that often develops in the crisis-afflicted countries and can spill on the international arena in the form of wars or terrorism. As Benjamin Franklin said, investors “can do well by doing good.”
 
To read “Helping Crisis-Stricken Countries Recover with Single-Country ETFs” article, please Click Here

The article published by Advisor Perspectives is an abbreviated version of a 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”. 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]. Thank you!

​BOSTON, MA – 07/31/19 – Beyond Borders Investment Strategies, LLC (BBIS) announced that Vitaly Veksler, the firm’s CEO and Portfolio Manager, has been recently interviewed by Jay Sparks on Finding Unique Value podcast that was posted today. The podcast focuses on discovering “unique perspectives on entrepreneurship, investing for business owners, and key insights for recognizing and profiting from unique and little known opportunities in business. The podcast’s episode with Vitaly’s interview is titled Investing on a Global Scale.” Below are several topics discussed during the podcast.
 
“We all know it’s important to diversify our investments. But, says Vitaly Veksler, founder and CEO of Beyond Borders Investment Strategies, most people don’t have enough exposure – if any – to overseas markets.
 
It might seem counterintuitive, but having 40% to 50% of your portfolio in overseas markets actually minimizes the volatility of your portfolio.
 
Vitaly explains how you can experience significant returns if you put your money into frontier, emerging, and even developed markets around the world. There are dozens of places to potentially invest, but Vitaly shares the systematic approach he uses to determine the best places to invest and when… and how to mitigate risk.
 
He also shares…
 

• The best places to invest in times of economic crisis
• Why you shouldn’t buy individual stocks overseas and the investment vehicle you should use instead
• Differentiating between long-term and short-term obstacles to your gains
• A systematic approach for accounting for unknown unknowns in your portfolio

 
And more”
 
Listen now…
 
https://elliottam.com/vitaly-veksler-investing-on-a-global-scale/
 
After participating in the podcast, Vitaly Veksler said, “It was a true pleasure to talk to Jay Sparks. I really enjoyed listening to all nine episodes of the podcast prior to our interview. I learned a lot of interesting facts and ideas about these professionals, their careers and differentiating factors of their companies and services. As an entrepreneur and a value investor, I was intrigued by a podcast that had “unique” and “value” words in its title. Also, I am a big fan of Ben Franklin, whose face appears on the logo of the podcast. He was a true “renaissance man”, who made significant contributions to the society in multiple fields, such as statehood, diplomacy, science, literature and others.”  

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

​BOSTON, MA – 05/17/19 – Beyond Borders Investment Strategies, LLC (BBIS) announced that Vitaly Veksler, the firm’s CEO and Portfolio Manager, participated in a panel titled “Global Investing Using Single-Country Equity ETFs” at CFA Society Boston on May 14, 2019. He was joined on the stage by Dan Muzzarelli, Vice President and ETF Specialist supporting LibertyShares business at Franklin Templeton Investments, one of the largest investment companies in the United States. LibertyShares is a suite of the company’s low-cost regional and country ETFs. The event was moderated by Michael Mullin, Chief Investment Officer of Claro Advisors, a Registered Investment Advisor (RIA) firm in Boston.
 
In his LinkedIn message today, Vitaly Veksler wrote the following: “It was a pleasure and an honor for me to be a panelist at an event titled “Global Investing Using Single-Country Equity ETFs” at CFA Society Boston on May 14. Thanks to all attendees of the event for their interest in the topic and their thoughtful questions. Also, thanks to Dan Muzzarelli from Franklin Templeton, the other panelist who flew to Boston from Florida to participate in the event, and to the moderator, Michael Mullin, CFA, from Claro Advisors, who masterfully led the conversation. Last but not least, thanks to the staff of CFA Society Boston for their help in organizing the event and to Putnam Investments for providing us with an excellent auditorium.”
 
The message continued, “During the event, we talked about such topics as the single-country equity ETFs’ characteristics and creation methods; indices used for benchmarking these ETFs’ performance; reasons for building portfolios from the ETFs; differences in building portfolios from the ETFs and individual stocks; and positive economic, social and political impact of investments in ETFs of countries that are going or have recently weathered crises. I hope that all of us together managed to create a warm and informative event on an unseasonably cold day in Boston!”
 
Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected].

​BOSTON, MA – 03/19/19 – 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 March 17. It was Vitaly’s fourth annual visit to the class. He talked about BBIS’ country selection and rotation strategy used for investing in equity markets of emerging, frontier markets, as well as developed countries. Among other topics, Vitaly shared with students the firm’s overview, reasons for the firm’s existence, differentiating features of its investment process, and its competitive advantages. This year, Vitaly also talked about the impact goals of the firm for the first time. These goals, Helping Countries Recover from Crises, and Strengthening Stability and Security around the World, were discussed in detail in the recent 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.

​After the visit to Harvard University, Vitaly said, “It is both a compliment and an honor to be invited to talk about my firm’s strategy by such a well-respected global investment colleague as Peter Marber. He is a Wall Street Journal veteran, professor, and writer focusing on global and emerging market investing. During his career, Peter has managed billions of dollars for some of the world’s largest financial groups. Prior to co-founding Aperture Investors, where he serves as the Chief Investment Officer for Emerging Markets, Peter was the Head of Emerging Markets Investments at Loomis, Sayles & Co. and served as Chief Business Strategist at HSBC Global Asset. He authored or co-authored five books on emerging market investing. He also taught at such leading universities as Columbia, NYU, The Johns Hopkins, and Harvard.
 
It is very pleasant when such a strong professional selects your firm’s investment strategy from many strategies offered by much larger and better-known firms as a differentiated one and invites you to talk about it to his students at one of the best universities in the world. It was great to receive a “certified emerging market guru” award. I really enjoyed presenting 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 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 – 02/14/19 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, published today a 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”.
 
Below is the Executive Summary from the paper.  “In this white paper, Vitaly Veksler, Portfolio Manager and CEO of Beyond  Borders Investment Strategies, LLC (BBIS), focuses on explaining two impact goals of the firm, Helping Countries Recover from Crises and Strengthening Stability and Security Around the World. 
 
In the first part of this paper, Vitaly Veksler, explains how his personal observations and experiences of the devastating impact of the economic crisis on common citizens in post-Soviet Russia and other former Soviet republics after the fall of the Soviet Union influenced his decision to found BBIS.
 
In the second part, Vitaly analyzes some economic and political reasons for that crisis. He focuses on economic and political reforms that Mikhail Gorbachev, the last President of the USSR, and Boris Yeltsin, the first President of post-Soviet Russia, implemented in the 1980s and 1990s. While collectively they were able to move the country from socialism to capitalism, the transition was far from smooth. Russia experienced an economic crisis that was deeper and longer than the Great Depression in the United States. Vitaly also analyzes nationalism as a common response to economic hardships during economic crises around the world and in post-Soviet Russia.
 
In the third part, he describes BBIS’ positive economic, social, and political impacts of investing via the single-country equity ETFs of nations where stock markets trade at low valuations, mainly due to major crises. He defines BBIS’ triple bottom line and focuses on the second and third goals of this bottom line:

1. Earning Competitive Returns for Clients: Earning competitive returns for clients over the market cycle due to the valuation mean-reversion.
2. Helping Countries Recover from Crises: Helping countries’ stock markets stabilize, companies start expanding their operations and hiring people, and the countries’ citizens emerge from crises.
3. Strengthening Stability and Security around the World: Strengthening stability and security by reducing militant nationalism that often impacts people within crisis-afflicted countries, and sometimes spills onto the international arena in the form of terrorism or war.

 
As he describes Goal 2 of BBIS’ triple bottom line, Helping Countries to Recover from Crises, Vitaly describes the “Top 10” features that allow BBIS to positively impact countries it invests in. He concludes the paper by describing Goal 3 of the framework, Strengthening Stability and Security around the World, using examples from Germany during the 1920s and 1930s, post-Soviet Russia during the 1990s, and Tunisia where the Arab Spring started in 2010.”

To read the full report, 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 – 07/29/18 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, wrote a report titled “2018 Outlook: Five Trends Impacting Emerging and Frontier Market Equities as Investment Risks Increase” on July 19, 2018.  
 
Below is the Executive Summary from the report.  “Unlike 2017, when major macro indicators pointed in the same direction, the year of 2018 is a more nuanced one in terms of the emerging and frontier market equity outlook.  In 2017, an investor could have invested in an overwhelming majority of emerging and frontier market countries and he/she would have made money.  Relatively attractive valuations, strong global growth and international trade all contributed to the excellent market performance in 2017, the year that could be described as the one when “a rising tide lifted all boats”.  In Beyond Borders Investment Strategies’ opinion, it is not how the investment outlook for 2018 is shaping up.  Investment risks have increased during the year.  We think that stock markets of some emerging and frontier market countries will perform well and some will not.  In our opinion, in 2018, investors will have to work hard at selecting countries where they would like to invest their money and to exercise care when sizing their investments.  In this report, we share five investment trends that helped us select countries to invest in and size our investment positions.  We end the discussion of each of the global trends by reviewing the investment implications for our portfolios.”
​
“Out of these five trends, we will focus most of our analysis on the ongoing trade war between the US and its trading partners.  The reason for this is that the news from the trade war fronts has had a strong impact on prices of stocks in emerging and frontier markets in 2018.  We expect this impact to continue until a resolution to the trade war between the US and its trading partners is achieved.  In our opinion, the trade war is a structural trend which may lead to the restructuring of the global trade system.  The other four trends are more cyclical in their nature.  They include the appreciating US Dollar, decreasing oil price, slowing earnings growth, and attractive valuations.”  
 
To read the full report, please Click Here

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

​BROOKLINE, MA – 05/16/18 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period from January 1, 2014 through March 31, 2018. 
 
According to the Independent Verifier’s Report on GIPS Compliance, BBIS “(1) complied with all the composite construction requirements of the Global Investment Performance Standards (GIPS) on a firm-wide basis” for the period from January 1, 2014 through March 31, 2018, and “(2) designed its policies and procedures to calculate and present performance results in compliance with the GIPS standards as of March 31, 2018.” 
 
The GIPS standards are administered by CFA Institute, a global organization of investment professionals that awards the Chartered Financial Analyst (CFA®) designation.  According to CFA Institute, “the GIPS standards are a rigorous set of investment performance measurement standards” adopted in 41 countries and “recognized around the world for their unparalleled credibility, integrity, scope, and uniformity, enabling direct comparability of a firm’s track record.”  

Vitaly Veksler, BBIS’ CEO and Portfolio Manager, said, “It is important for Beyond Borders Investment Strategies to claim a firm-wide commitment to ethical best practices in measuring our performance.  We would like to assure our clients that we report performance that is both complete and fairly presented.  We also would like to make it easier for our clients to evaluate our performance.”
 
To access the full Independent Verifier’s Report on GIPS compliance provided by Alpha Performance Verification Services, please Click Here
 
As always, please let us know if you have questions about Beyond Borders Investment Strategies, LLC and our services by sending a message to [email protected].
 
 
About Beyond Borders Investment Strategies
 
Beyond Borders Investment Strategies (BBIS) is a boutique investment firm providing an internationally diversified equity strategies aimed at reducing risk and achieving higher risk-adjusted returns over a full market cycle (i.e. 4-5 years). We achieve this by cost-efficiently allocating funds to equity markets in developed, emerging, and frontier countries through single-country ETFs. By using the ETFs as portfolio building blocks, we provide our clients with exposure to countries where equity markets trade at low valuations compared to their long-term historical averages, thus, increasing the potential of expected returns. Importantly, the use of ETFs, or fund investments, also allows BBIS to significantly reduce company specific risks related to equities of individual companies in these countries.  The firm is based in the greater Boston, Massachusetts.

BOSTON, MA – 03/18/18 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, has recently published a report that describes one of the major investment themes in the firm’s portfolios.  The paper is titled, “Investing in Stock Markets of Commodity- and Copper-Exporting Countries.”
 
Below is the first paragraph from the paper, “In this report, we will focus on translating global economic trends into a major investment theme in our firm’s portfolios: investing in single-country equity Exchange Traded Funds (ETFs) of commodity-exporting, and specifically, copper-exporting countries.  We will explain why copper is one of our favorite commodities and talk about countries that are likely to benefit from increases in the price of copper or even from a perception that these increases are likely.  Readers of the report will virtually travel with us around the world: from the copper mines of Chile and Peru to the copper smelters and warehouses in China, Arizona, and Utah. We will also visit the final consumers of the copper and other commodities in the United States, China and all the way along railroads, roads, ports and other infrastructure projects that are being built within the Chinese-led One Belt One Road initiative throughout Africa and Asia.  We will also consider risks to the global economic growth emanating from US monetary and fiscal policies as well as from the battlefields of Syrian multi-party civil war and from the tense standoff on the Korean peninsula.” 
 
To read the full report, 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 – 12/19/17 – Beyond Borders Investment Strategies, LLC (BBIS) announced that yesterday Advisor Perspectives published an article titled “Building Portfolios from Single-Country ETFs” by Vitaly Veksler, BBIS’ CEO and Portfolio Manager. Advisor Perspectives is a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.

Vitaly Veksler said, “For the last several years, I enjoyed reading investment articles published by Advisor Perspectives. I am glad that my article was selected and published by such a top-notch investment information company. I hope that globally-oriented investment professionals would find this relatively short article to be of interest to them.”
 
To read “Building Portfolios from Single-Country ETFs” article, please Click Here

The article published by Advisor Perspectives is an abbreviated version of 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].