Katina Stefanova
One of Global Finance's Most Compelling Voices

KATINAStefanova

She is an  investor.
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Founder, CEO & CIO — Marto CapitalNine Years at Bridgewater AssociatesHarvard Business SchoolUN Pension Fund Investment CommitteeForbes ContributorGlobal Macro
The Story

Two continents.
One conviction.

Born in Sofia, Bulgaria, Katina Stefanova crossed the Atlantic at eighteen with little more than ambition — and rose to the very center of global finance. Harvard Business School. Nine years inside Bridgewater Associates, the world's largest hedge fund, where she advised the Management Committee and reported directly to the legendary Ray Dalio. Few careers anywhere in finance can match that arc.

Then she did what almost no one dares to do: she built her own. As one of the few women in the world to found and lead a global macro investment firm, she launched Marto Capital in 2014 — backed at launch by some of the industry's most sophisticated institutional investors. It is the expression of everything she believes: that markets can be understood, that technology is rewriting asset management, and that conviction — held with discipline — is the rarest asset of all.

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Years in Markets
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Years at Bridgewater
Conviction
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Katina StefanovaFounder, CEO & CIO — Marto Capital
Worldview

Three beliefs, held with discipline

No. 1

Markets are a machine.

Economies run on cause and effect. Study the machine long enough — flows, rates, currencies, human nature — and what looks like chaos resolves into pattern. That is where opportunity lives.

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No. 2

Technology is the new alpha.

The next generation of great investment firms will be built by people who understand both capital and code. Data, automation and intelligence are not tools of the trade — they are the trade.

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No. 3

Capital carries responsibility.

Money is a means. The obligation of those who steward it is to build — stronger institutions, wider opportunity, and a hand extended back to the places we came from.

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The future of asset management belongs to those who combine institutional discipline with the courage to innovate.
 Katina Stefanova
Distinctions

In a league of her own

The Rare Path
A founder among few

One of the few women worldwide to found and lead a global macro investment firm — and she built it from zero.

The Inner Circle
Trusted by legends

Nine years at Bridgewater Associates, advising the Management Committee and reporting directly to Ray Dalio.

Global Stewardship
Chosen by the UN

Appointed to the Investment Committee of the United Nations Joint Staff Pension Fund — stewarding retirement assets for UN staff worldwide.

The Voice
Heard by the industry

Forbes contributor, Hedge Fund Journal author, and a sought-after speaker on the global conference stage.

Beyond Markets

The portfolio that matters most

Long before Wall Street, there was a promise made in Sofia. Since her school years Katina has championed children's causes in her native Bulgaria, and today she serves on the board of One Heart Bulgaria — a charity bringing healthcare, education and hope to orphaned children.

She also serves on the Investment Committee of the United Nations Joint Staff Pension Fund, helping steward the retirement savings of UN staff across the world.

One Heart Bulgaria

Board Member — because the best returns are measured in lives changed, not basis points.

Insights

In her own words

Say hello.

For speaking engagements, media inquiries, or to learn more about Marto Capital.