Business Perspectives
Episode 7: Keyence
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
Investment Strategy
Banking on the Masses
Throughout emerging markets, advances in technology are enabling the creation of digital banking solutions that better address evolving consumer preferences and enable billions of the unbanked to access the financial system.
Investment Strategy
Looking Past the Panic
During times of market volatility and selling, we remind our clients and one another that we need to always look forward—past these phases of market panic—to focus on the long term, where we believe value is dictated by fundamentals.
Business Perspectives
Episode 6: Rentokil Initial
Rentokil, a pest control industry leader, has consolidated its technician service routes to achieve efficiencies and a significant competitive advantage. Listen as Michael Raab and Matt Luneburg talk about how we built conviction in what may seem an unlikely investment for Sands Capital.
Investment Strategy
Life Sciences Revolution Unlocks Potential in Tools, Diagnostics, and Therapeutics
We believe this life sciences revolution has created exciting opportunities for select businesses to create value and generate wealth for long-term investors.
Investment Strategy
Investing in the Face of Climate Change
As long-term stewards of capital, we believe it is critical that businesses, investors, and capital allocators factor climate change into their long-term strategies as they would any other environmental, social, or governance issue.
Investment Strategy
Life Sciences Revolution Unlocks Potential in Tools, Diagnostics, and Therapeutics
We believe this life sciences revolution has created exciting opportunities for select businesses to create value and generate wealth for long-term investors.
Investment Strategy
Contenders vs. Pretenders: Seeking the True Leaders Amid a Lengthy Market Run
Dave Levanson, co-portfolio manager of Sands Capital's Global Growth strategy discusses how we’re investing in this environment, and why he thinks selectivity matters now as much as ever.
Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Investment Strategy
China's Regulatory Environment and Its Implications for Growth Investors
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Investment Strategy
Here’s Why Select Growth Businesses Can Continue to Add Value
Wes Johnston, co-portfolio manager, Select Growth strategy at Sands Capital shares his take on the value rally in this question and answer session.
Investment Strategy
Ecommerce: A Play in Multiple Acts
Ecommerce leaders are moving into adjacent businesses that we think give them potential for second and third “acts” that lengthen and expand their runways for growth.

Sands Capital exists to add value and enhance the wealth of our clients with prudence over time.

Singular Focus on Growth

Our strategies selectively allocate capital to leading public and private businesses, across the growth spectrum, around the world.

Cultivating Enduring Partnerships

Our skilled professionals are dedicated to delivering on our mission of adding value, while cultivating deep and enduring partnerships with our clients.

Announcements
Sands Capital Highlights Integrated Stewardship Approach in Annual Report
In Aligning for a Better Future, we look at our stewardship efforts, which are evolving during a time of enormous change that is reshaping businesses, society, and the planet.
In The News
The Washington Post Names Sands Capital a 2022 Top Workplace
A survey of Sands Capital’s employees showed high levels of engagement and satisfaction, as well as interest in opportunities related to remote work.
Announcements
Shaping a More Ethical Future for a Digital World
As responsible stewards of client capital, we must encourage corporations to set clear guidelines for appropriate data use.
Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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