The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

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The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

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The Big Picture

AUGUST 16, 2022

And then in 1982, Dean Witter recruited me to join them and to really start managing what was their fledgling hedge fund practice, which was really with CTAs back in that era, and then evolved into, you know, more macro style funds. So different time horizons, different assets. I don’t know if all our listeners are.

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The Big Picture

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. It’s about half our assets. I was a fixed income portfolio manager and trader, which is a ton of fun.

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The Big Picture

FEBRUARY 12, 2024

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. So I applied to half a dozen of the best programs. Why aren’t you?

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Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile.

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