Sands Capital portfolio managers reflect on five powerful lessons they have learned while investing through past bear markets.

After a difficult year for markets in 2022, Sands Capital’s portfolio managers are confident that investors will be able to benefit from long-term trends like artificial intelligence, cloud computing, and gene sequencing.

Tellius’ founder Ajay Khanna discusses his journey to creating a business that can deliver automated, easy-to-use insights to drive timely business decisions. In 2021, we led its Series A round, believing the company was changing the way businesses consume insights and analytics with its intelligence platform.

As advancements in artificial intelligence and machine learning allow for richer analysis and insights from data, companies are investing more into the people, processes, and products that make up the AI/ML ecosystem.

Forward-thinking investors may find investment opportunities in the expanding realm of digital life.

Despite the short-term pressure on stocks, we believe that the long-term wealth creation opportunity tied to select enterprise software businesses remains strong, buoyed by a massive and immutable move toward cloud computing.