Andrew Carlson

Andrew Carlson is an investment professional serving as an Investment Partner at Whetstone Capital Advisors, LLC, based in Kansas City, KS. Since joining Whetstone in 2011, he plays a core role on the investment team, working closely on fundamental research and portfolio construction. His responsibilities focus primarily on identifying and analyzing high-conviction equity opportunities within a research-intensive, value-oriented investment framework.

Carlson specializes in sectors such as software, payments, internet technology, and media, with a particular emphasis on companies exhibiting sustainable competitive advantages and participating in secular growth trends. His role includes deep sector research, sourcing both long and short equity ideas, and contributing to the firm’s focused portfolio strategy.

He holds a BA in History from DePaul University and an MBA in Finance from the University of Kansas. Prior to joining Whetstone, Carlson gained additional experience at GreenShoot Innovation, further broadening his expertise in technology-driven business models. His contributions help drive Whetstone’s reputation for rigorous research and high-conviction investing within targeted circles of competence.