Category: Investment Strategy

To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, sell ever more value-adding goods and services, and expand its leadership in attractive business spaces through innovation and disruption.
Companies often become well established before they go public, and the competition among investors for deals has greatly intensified.
By automating and augmenting security efforts, machine learning can help mitigate breaches and strengthen system defenses.
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.
Emerson Bluhm and Tom Trentman, co-portfolio managers of the Technology Innovators strategy, share their views on risks and opportunities for global technology investors.
By observing patterns, we can better envision how the need for flexibility, faster development timelines, and greater efficiency drive outsourcing demand.
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
Volatility is not synonymous with risk. Distinguishing between the two is central to our efforts to add value over the long term.
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.