Beyond Borders Investment Strategies, LLC
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About
Beyond Borders Investment Strategies is a single-advisor independent firm that provides discretionary portfolio management to both institutional and individual clients, and also manages portions of portfolios for unaffiliated registered investment advisors. The firm charges percentage-of-AUM advisory fees and can assess performance-based fees for qualified or institutional accounts.
The investment approach is a country-macro-value equity strategy that builds concentrated, long-only portfolios from single-country equity ETFs across developed, emerging, and frontier markets, seeking countries trading at low valuations during crises. The firm combines fundamental, quantitative, and technical analysis, typically holds positions for longer than a year, and sets meaningful country weight limits while using ETFs to diversify within countries.
Noteworthy distinctions include the firm’s ability to manage pooled investment vehicles and to take institutional mandates—services that are less common among solo independent advisers—and its provision of ad hoc and subscription-based consulting on country selection (generally billed at $250 per hour). The firm frames its strategy with an explicit impact-oriented aim of supporting crisis recovery in the countries it invests in, alongside pursuing traditional investment returns.
Client services
Expertise
Fee options
$100,000 - $999,999: 1.00% annually $1,000,000 - $4,999,999: 0.80% annually $5,000,000 - $9,999,999: 0.70% annually $10,000,000+: 0.60% annually
$250 per hour
Up to 10% of capital appreciation; generally for Institutional or Qualified Individual Clients with at least $1,100,000 AUM or $2,200,000 net worth
Account minimum: $100,000
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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