Portfolio Mangers Suni Thakor and Danielle Menichella discuss Keyence, a factory automation market leader that specializes in sensor and sensor systems, and what makes the company so unique within its sector.
Through our singular focus on investing in what we believe are the best growth businesses, in public and private markets, we strive to fulfill our mission to add value and enhance the wealth of our clients with prudence over time.
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.
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
While there is a long road ahead before data-driven decision-making becomes common across organizations, we believe businesses that enable this data stack will be an important area for venture capital investment in the years to come.
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.
Sands Capital 1000 Wilson Boulevard, Suite 3000 Arlington, Virginia 22209 USA 1.703.562.4000
Sands Capital is an active, long-term investor in leading innovative 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 venture capital, 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 $43.5 billion in client assets as of September 30, 2022.