Beyond Borders Investment Strategies, LLC

Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and to individual investors (including high‑net‑worth individuals, trusts, and estates) and offers sub‑advisory services to unaffiliated registered investment advisers. The firm implements its strategies primarily through tax‑efficient single‑country equity ETFs across developed, emerging, and frontier markets.

BBIS follows a country‑macro value equity style, purchasing country ETFs when valuations appear depressed—often amid economic, political, or social crises—and typically holding positions for more than a year as catalysts for recovery unfold. The firm combines fundamental, quantitative, and technical analysis, and operates as a strictly long‑only manager that generally avoids leverage and short sales.

Noteworthy aspects include an explicit dual objective of seeking investment returns while aiming to support crisis recovery and reduce unemployment in the countries where it invests, concentrated portfolios of roughly 15–25 country ETFs with meaningful position sizes (commonly 2.5–10%), and flexibility in engagement terms such as performance‑fee arrangements and hourly or subscription consulting on country selection. BBIS also emphasizes operational transparency and risk controls—regular account reviews, position‑size limits, and documented trade aggregation practices—and frequently serves other advisers by managing portions of their client portfolios.