A complete list of active advisors currently associated with Beyond Borders Investment Strategies, LLC

Warmer can help you find a great advisor at Beyond Borders Investment Strategies, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Beyond Borders Investment Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.