Roberts Capital

Founder Michael Thomas Roberts serves as Chief Investment Officer. He was previously a Vice President and Investment Advisory Committee Member at T. Rowe Price. His investment process draws on a three-generation family macro framework that began with his grandfather's commodities trading firm in the 1940s.

The firm combines a proprietary top-down macroeconomic framework with quantitative data science and bottom-up fundamental research. It states that it uses large alternative datasets to exploit informational inefficiencies and maintain a long-term investment horizon across market cycles.

Yes. The firm lists Roberts Capital Fund I LP, registered in New York, NY, as an operational fund. Its broader strategy spans macroeconomics, alternative data, quantitative equities, and fixed income, including early-stage venture exposure.

Founder Michael Roberts contributes to the Philadelphia Federal Reserve Survey of Professional Forecasters and the Blue Chip Economic Indicators panel. These forecasting roles provide direct exposure to institutional economic consensus and independent data collection that feed the firm's macro research process.

The firm does not publicly disclose assets under management or total capital commitments. No regulatory ADV filing or external financial reporting with an AUM figure has been identified as of mid-2026.