Marta Norton
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Marta Norton reads as The Navigator because she insists on probabilistic thinking over fixed conviction, steering Morningstar Investment Management portfolios by mapping ranges of outcomes rather than planting a flag on a single forecast.
“Right, big difference from just returns and relative to category peers star rating launched very early on around 1985, and it's gone through a lot of methodology updates over time.”
“Okay, so I say this knowing that she will hate that I'm raising her name. And I don't even know if she knows that this was the case for me. But when I joined the research group, I was, of course, new to finance. I was new to investing. And I was, you know, I'm a very, very deliberate, diligent person.”
“And the technology has now advanced to the point where a lot of those capabilities can be available to a lot of different advisors so they can personalize and create customized experiences for clients.”
“When you're wrong and you weren't close to the benchmark, it's incredibly costly. I think Jeremy Grantham calls it career risk or, you know, that kind of thing. So I think it's always going to be part of human nature.”
Masters in Business: “Marta Norton on Direct Indexing and Investments”
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