Marc Roberts
Portfolio Manager of the FAM Value Fund at Fenimore Asset Management Inc.
About
Marc Roberts, CFA, is a Portfolio Manager of the FAM Value Fund at Fenimore Asset Management, based in New York, NY. In this capacity, he is responsible for overseeing investment decisions, portfolio construction, and fundamental research, working alongside other senior investment professionals to manage one of Fenimore’s flagship mutual funds. His investment approach centers on identifying and investing in high-quality companies with robust cash flow, strong balance sheets, and superior management teams.
Roberts specializes in key sectors such as core bank processing and payments, connectors and sensors, and specialty insurance, reflecting a focus on businesses with proven durability and growth prospects. He brings a broad industry perspective, rigorously evaluating companies across these industries as part of his portfolio management duties.
Prior to his current role, Roberts served as Co-Portfolio Manager of the FAM Small Cap Fund and Investment Research Analyst at Fenimore Asset Management, and also held the position of Managing Director (Investment Research) at Port Capital LLC in Chicago from 2016 to 2020. He holds a bachelor’s degree in Finance from Siena College and the Chartered Financial Analyst (CFA) designation, demonstrating deep expertise in fundamental investment research and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fenimore Asset Management | Portfolio Manager of the FAM Value Fund | Oct 2021 to Present | — |
| Fenimore Asset Management | Investment Research Analyst | Mar 2020 to Present | — |
| Port Capital LLC | Managing Director (Investment Research) | Jan 2016 to Jan 2020 | — |
| Fenimore Asset Management | Co-Portfolio Manager of the FAM Small Cap Fund | Mar 2012 to Dec 2015 | — |
| Fenimore Asset Management | Investment Research Analyst | Jun 2010 to Dec 2015 | — |
| Fenimore Asset Management | Co-Portfolio Manager of the Fenimore Small Cap Fund, LLC | Oct 2008 to Dec 2015 | — |
| Fenimore Asset Management | Junior Investment Research Analyst | Jun 2007 to Jun 2010 | — |
| Wilson, Stark, & Basila CPA's | Internship | Jan 2006 to May 2007 | — |
| Wachovia Securities Financial Network | Internship | Aug 2006 to Dec 2006 | — |
Education
Siena College
Finance
2003 — 2007
Skills & Expertise
Others at Fenimore Asset Management Inc. (9)
| Name | Role | Location |
|---|---|---|
 | Principal | Santa Fe, NM , United States |
 | Portfolio Manager | Schenectady, NY , United States |
W William Preston | Portfolio Manager, FAM Dividend Focus Fund | Albany, NY , United States |
 | Portfolio Manager | Memphis, TN , United States |
 | Investment Research Analyst | Albany, NY , United States |
D Drew Wilson | Analyst | Cobleskill, NY , United States |
 | Investment Research Associate | Albany, NY , United States |
 | Chief Investment Officer | Cobleskill, NY , United States |
 | Fund Manager and Research Analyst | Cobleskill, NY , United States |
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