About
Mai Hartman is an Equity Analyst at Systematic Financial Management LP, based in New York, NY. She conducts company-specific fundamental research across selected economic sectors, with a focus on consumer, healthcare, and industrials. Her responsibilities include analyzing financial statements, building financial models, performing valuation analysis, and engaging with company management to support investment decision-making.
Mai specializes in small and mid-cap equities, contributing to Systematic’s SMID Cap Value Free Cash Flow strategy. Her research emphasizes high-quality, undervalued companies with strong financial strength, robust free cash flows, and lower relative debt levels. She is a CFA charterholder and member of the CFA Institute and CFA Society New York.
Prior to joining Systematic in 2023, Mai held analyst roles at Orbis Investments in London and ARGA Investment Management. She began her career as an Investment Banking Analyst at Citigroup and also served as a Credit Analyst at MUFG. Mai holds an MBA from the Wharton School, University of Pennsylvania, and a BA in Law from the University of Cambridge. Her expertise spans fundamental equity research, credit analysis, and value investing across global markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Systematic Financial Management | Equity Analyst | Jan 2023 to Present | — |
| MUFG | Credit Analyst | Jan 2013 to Jan 2018 | — |
| Orbis Investments | Equity Investment Analyst | Jan 2011 to Jan 2013 | $35bn global equity fund founded by Allan Gray. Orbis delivers superior long-term returns with a fundamental, long-term investment approach. Summer Analyst (2010), Full-time Analyst (2011-) |
| Citi | Investment Banking Analyst | Jan 2006 to Jan 2008 | M&A, capital markets |
| Rice Hall James & Associates, LLC | Equity Analyst | Jan 2020 to Jan 2022 | Generalist covering across industry sectors for US and International funds. As a sole analyst for the NY team launched in 2019, drive research effort by screening, originating and generating ideas acr... |
Education
The Wharton School
University of Cambridge
Others at Systematic Financial Management LP (7)
| Name | Role | Location |
|---|---|---|
J Jason Bouvier | Equity Analyst | New York, NY , United States |
R Rick Plummer | Portfolio Manager | Bronxville, NY , United States |
R Ryan Wick | Portfolio Manager | Greenwich, CT , United States |
| Trader | NY , United States | |
| Trader | Lyndhurst, NJ , United States | |
L Leigh McDermott | Equity Analyst | New York, NY , United States |
R Roger Chang | Partner and Head Trader | Fort Lee, NJ , United States |
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| Asset Manager | Seelaus Asset Management LLC | New York, NY , United States | |
B Bernie Picchi | Managing Director | Palisade Capital Management, LP | Fort Lee, NJ , United States |
B Bill Lee | Partner, Senior Portfolio Manager, Convertible Strategies | Palisade Capital Management, LP | Haworth, NJ , United States |