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About
Andrew Hatem is an Equity Analyst at Boston Partners Global Investors, Inc., based in Westwood, MA. In his current role, he specializes in the healthcare therapeutics sector, conducting fundamental research and equity analysis to help identify investment opportunities and provide sector recommendations for the firm.
His career spans more than 15 years in institutional asset management, with previous positions as Equity Portfolio Manager and Analyst at Adage Capital and Portfolio Manager for the Fidelity Select Medical Delivery Fund at Fidelity Investments. Throughout his career, he has maintained a core focus on healthcare equities, leveraging deep expertise in therapeutics and healthcare delivery.
Mr. Hatem holds a Master's in Finance as well as bachelor's degrees in Marketing and English from Boston College. He is a CFA charterholder, recognized for his rigorous approach to equity research and portfolio management in healthcare, and is frequently consulted on trends and valuation strategies in the sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boston Partners Global Investors, Inc. | Equity Analyst | Dec 2017 to Present | Health Care |
| Adage Capital | Equity Portfolio Manager and Analyst | Jan 2013 to Jul 2017 | — |
| Fidelity Investments | Portfolio Manager- Fidelity Select Medical Delivery | Jun 2008 to Jul 2012 | Recommend stocks to other portfolio managers and managed fund that ranged from $500 mm to $1 billion in assets. Fund won 2012 U.S. Lipper Fund Award for best fund in Lipper's Health/ Biotechnology fun... |
| Fidelity Investments | Equity Research Analyst | Jan 2000 to Jul 2012 | Currently research health care stocks and make holding recommendations to other portfolio managers. Prior groups followed include industrials, IT, banks and thrifts, commercial services, and specialt... |
| Fidelity Investments | Portfolio Manager- Fidelity Select Defense and Aerospace | Jan 2006 to Jan 2008 | Recommended stocks for other fund managers and managed $1 billion fund |
| Fidelity Management & Research | Portfolio Manager- Fidelity Select Air Transportation | Jan 2005 to Jan 2007 | Recommended stocks to other portfolio managers and managed $1-200 mm fund. |
Education
Boston College
Masters, Finance
1997 — 1998
Boston College
B.S, B.A., Marketing, English
Others at Boston Partners (39)
| Name | Role | Location |
|---|---|---|
A Andy Hatem | Equity Analyst | Westwood, MA , United States |
 | Equity Analyst | Hingham, MA , United States |
C Christopher Hart | Portfolio Manager | Boston, MA , United States |
 | Equity Analyst | Boston, MA , United States |
D Daniel Farren | Senior Portfolio Analyst | Mattapoisett, MA , United States |
 | Equity Analyst | Kentfield, CA , United States |
D David Kim | Portfolio Manager | Boston, MA , United States |
D Duilio Ramallo | Senior Portfolio Manager | Los Angeles, CA , United States |
E Edward Odre | Equity Analyst | Boston, MA , United States |
 | Portfolio Manager | New York, NY , United States |
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