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Get to know our teams and the stories of select staff members who share why they choose to work at Sands Capital.

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Read about some of the latest events, partnerships, and business highlights from Sands Capital.

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At Sands Capital, we strive to hire exceptional talent who will live our values and support our efforts to deliver on our mission.
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Insights Gained from Past Downturns

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

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Episode 3: Credo AI

As artificial intelligence (AI) becomes a part of our everyday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people. In this episode of What Matters Most, Scott Frederick, a Sands Capital managing partner, explains how software startup Credo AI is helping to keep AI models responsible. Join us as we look at how Credo AI aims to lead the way in this vital new field.

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Instilling a Long-term Focus

At Sands Capital we encourage our investment team to think in decades not quarters. Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.

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WEG’s Leading the Way in Sustainability and Innovation

WEG is setting new standards for sustainability and innovation by focusing on energy efficiency and renewable solutions that deliver cutting-edge technologies to align with the needs of a rapidly changing world.

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Philosophy & Approach

Our philosophy is rooted in the belief that, over time, stock prices will reflect the earnings power and growth of the underlying businesses.

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Stewardship

Our latest annual report offers a comprehensive view of how we add value through active stewardship.

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Public Equity

Our newest strategy takes an unconstrained approach to seeking the best growth businesses outside of the U.S.

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Venture and Growth Equity

Sands Capital invests in innovative businesses across all stages of the growth spectrum

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Category: Investment Strategy

Sands Capital Podcasts: What Matters Most
Globant Takes a Design-First Approach to Pure-Play Digital Services
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
Revolutionizing Public Safety: The Axon Ecosystem
Its mission is simple: protect life, preserve truth, and accelerate justice. As ⁠Axon Enterprises⁠ innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
Episode 3: Credo AI
As artificial intelligence (AI) becomes a part of our everyday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people.
Episode 2: Nubank
Sr. Research Analyst Eduardo Leal explains how Brazil’s Nubank went from startup to the country’s second largest corporation in just 10 years. We explore how mobile banking is opening financial doors for global citizens and how we believe Nubank is poised to remake the Brazilian banking industry.
Episode 1: Samsara
In this episode of What Matters Most, we explore Samsara’s innovative approach to data collection and visualization. Learn about the company’s rapid growth, market potential, and competitive advantages — as well as what international expansion could mean for the business.
The Hidden Player in the Semiconductor Boom
You’ll find semiconductors in just about every device with a plug, a power button or a battery. In this Season 2 episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for AI and machine learning intensifies.
An Automation Leader Poised for Growth
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 Season 1 podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
AI at Scale: The Forces Shaping the Next Decade
In this video series, Portfolio Manager and Sr. Research Analyst Daniel Pilling explores how generative AI is reshaping industries. In examining training versus inference, compute economics, infrastructure constraints—from power grids to chip supply, he evaluates valuations and long-term opportunities for businesses able to seize the promise of the rapidly developing technology.
Valuations Don’t Reflect Potential of Gen AI
Valuations have surged, driven by AI enthusiasm. Portfolio Manager Daniel Pilling argues that semiconductors and hyperscalers don’t reflect the potential from yet-to-be-realized revenue opportunities in evolving industries, such as robotics and autonomous vehicles
Reimagining Work and Value in the AI Age
Compute growth and synthetic training environments will fuel industrial and domestic robots, unlocking efficiencies and redefining time’s value. Explore how AI adoption and consumer time savings may reshape economics and spending patterns.
AI Adoption Becoming a Matter of Survival
AI infrastructure has evolved from optional investment into an existential imperative. Hyperscale compute delivers sub-year paybacks and fortifies resilience against downturns. Portfolio Manager Daniel Pilling argues that organizations underinvesting in AI infrastructure risk falling irretrievably behind in tomorrow’s digital economy.
China’s Robotics Renaissance Appears More Than a Cyclical Fad
After recent trips to China, Sands Capital Sr. Research Analyst Massimo Marolo, CFA, finds China’s industrial backbone combined with proactive policies around market entry, R&D incentives and antitrust oversight, create fertile ground for automation to redefine productivity and competitiveness.
Exploring AI’s Ever-Evolving Value Chain
AI workloads are skyrocketing as models expand in scale and complexity, pushing compute demand and supply-chain limits to reshape digital infrastructure. Discover how evolving GPU technology, chip manufacturing bottlenecks, and geopolitics drive the next wave of AI innovation.
Uncovering Europe’s Next Generation of Global Leaders
Innovative firms across Europe are transforming precision automation, sustainable aquaculture, and luxury craftsmanship into engines of global competitiveness. With niche breakthroughs, favorable policy environments, and capital discipline, these companies are converting complexity into long-term value.
From Umami to Automation: How Japan’s Reinvention Is Creating New Investment Frontiers
After many research trips to Japan, we moved to increase exposure to businesses supported by key trends, such as digitalization and advanced computing, industrial innovation, unique consumer preferences, and an aging domestic and global population.
Navigating India’s Financial Future
India remains one of the most dynamic structural opportunities in emerging markets. Research Analyst Brian J. Crofton shares how reforms and private-sector growth are reshaping the financial services landscape.
Finding Common Ground—and Uncommon Returns in EM
Some of the best-performing emerging markets businesses are often led by founders and families. We believe their passion and grit lead them to launch the innovative businesses that often challenge the status quo, create new opportunities, and establish enduring legacies.
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Disclosures and Definitions

Notice for non-US Investors

Sands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning alternatives, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 40 countries.

An independent, staff-owned firm founded in 1992 and headquartered in the Washington, D.C. area with offices in London and Singapore, Sands Capital managed more than $58B in client assets as of June 30, 2025.

For institutional and professional investors only. Investment advisory fees are described in Part II of the adviser’s Form ADV.
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