About
Andy Hatem is an Equity Analyst at Boston Partners Global Investors, Inc., based in Westwood, MA. He specializes in the healthcare therapeutics sector, where he is responsible for analyzing and selecting healthcare investments for the firm's portfolios. Hatem joined Boston Partners in December 2017 and provides sector expertise that supports the firm's active management strategies in the equity market.
Prior to his current role, Hatem was a Portfolio Manager for the Fidelity Select Medical Delivery fund and served as an Equity Research Analyst at Fidelity Investments, where he gained substantial experience in healthcare and medical-related securities from 2000 to 2012. His background reflects a deep focus on healthcare equities and a track record in both portfolio management and fundamental equity research.
Hatem holds a Master’s in Finance from Boston College, reinforcing his strong analytical foundation and industry knowledge. As a CFA charterholder, he is recognized for his rigorous approach to investment research in the healthcare sector, leveraging both advanced education and practical expertise to deliver insights on sector trends and undervalued opportunities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boston Partners Global Investors, Inc. | Equity Analyst | Dec 2017 to Present | Health Care |
| 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... |
| Adage Capital | Equity Portfolio Manager and Analyst | Jan 2013 to Jul 2017 | — |
| 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
Skills & Expertise
Others at Boston Partners (39)
| Name | Role | Location |
|---|---|---|
 | 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 |
G George Gumpert | Senior Portfolio Manager | San Francisco, CA , United States |