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Category: Investment Strategy

Emerging Technology Trends for 2023
Learn how we extrapolated from 2022’s technology trends to identify where we believe the next wave of potentially market-changing startups will develop.
Insights Gleaned from Past Bear Markets
Sands Capital portfolio managers reflect on five powerful lessons they have learned while investing through past bear markets.
Investing Through a Difficult Year
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.
As AI/ML Models Become More Prevalent, So Too Must Risk Management
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.
As Physical and Virtual Worlds Converge, Digital Markets Emerge
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
Machine Learning Can Strengthen Defense Against Cyber Threats
By automating and augmenting security efforts, machine learning can help mitigate breaches and strengthen system defenses.
Transforming the Enterprise
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.
Finding Opportunity Beyond Volatility
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.
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
Uncovering Long-term Opportunity in a Short-sighted Market
As the worst sell-off in our 30-year history ensues, we are reflecting on our investment cases and the expected returns of our businesses, which we believe are more attractive than they have been in years.

Sands Capital
1000 Wilson Boulevard, Suite 3000
Arlington, Virginia 22209 USA
1.703.562.4000

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Important Disclosures and Definitions

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 $43.8 billion in client assets as of December 31, 2022.

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