Insight that Drives Decisions
We are a leading investment research firm sourcing non-consensus ideas from investors, producing timely and impactful expert events, and hosting private companies across the TMT, Consumer, Fintech and Healthcare Services sectors.
IDEAS
Investment Managers rely on us to engage in meaningful dialogue with their peers. Our investor events produce unique industry views and non-consensus investment ideas both long and short primarily in the TMT, Consumer, Fintech and Medtech, Medical Devices, and Healthcare Services sectors.
Examples from Recent Investor Events:
DigitalOcean
Decelerating growth uncovered by an investor in a commoditized cloud services company that caused the stock to drop ~50% after coming to fruition.
Nutanix
An indirect beneficiary from Broadcom’s acquisition of VMWare with AI tailwinds that resulted in a ~50% return over 4 months.
EDR / WWE / TKO Investor Roundtable
Discussing upcoming rights renewals, synergies, capital allocation and risks.
Guest Speakers
Our Guest Speaker Series features private company CEOs, former public company executives, and industry experts. Many of our speakers have little to no exposure speaking to investors. RVLR founders have more than 20 years of experience working with Guest Speakers to produce tailored events and research for clients. For each company and industry we host events on, we isolate the critical variables and strive to develop a variant perception of what will happen with those key variables
Compliance Driven
Revelare understands that it must lead with compliance in all products and services and in every interaction with experts, companies, and investors
30+ Years of Combined Experience
Founders have been doing this work for 15+ years each. We lead with humility and unconventional thinking.
Trusted by Investment Managers Globally
Revelare Partners Idea and Guest Speaker Events are highly regarded within the institutional equity long-short community.
The Revelare Team
Andrew Peters
Founder, Managing Partner
Andrew Peters is the founder of Revelare Partners. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He loves to spend time outdoors with his wife, two children and dog. He holds a Bachelor of Arts in financial economics from the University of Rochester.
David Shook
Founder, Managing Partner
David Shook is a founder of Revelare Partners. Prior to Revelare, David founded Taconic Research, a competitive intelligence solutions provider specializing in custom survey projects. Formerly, Mr. Shook was Managing Partner for Research at DeMatteo Monness LLC. Prior to that, Mr. Shook was a business and investigative journalist for BusinessWeek (now Bloomberg BusinessWeek). Mr. Shook received a B.A. from Michigan State University; M.A. from Boston University.
Advisors
James Chervak
- Founder & Managing Partner Blue Riband Group
Kenan Turnacioglu, Ph.D.
- Chair Of The Board Of Directors Paige
- Former Founding Partner Point State Capital LP
- Former Portfolio Manager Duquesne Capital Management