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Category: Investment Strategy

Healthcare Technology Trends
In 2023, we have followed key healthcare technology trends that are reshaping the healthcare industry, as well as the influence these trends have on consumers, providers, and insurance companies.
From Beta to Alpha
U.S. markets have recovered following 2022’s historic selloff, leading some to question what comes next. Valuations are elevated, the cost of capital is the highest it’s been in decades, and overall economic and geopolitical uncertainty remains. In this environment, we believe certain active approaches are better positioned to benefit than others.
Is China Investible?
China’s changing macroeconomic and geopolitical dynamics call for a nimbler and more selective investment approach. Renewable energy and industrial automation are among the developing opportunities where we see value creation potential.
Banking on Emerging Markets
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.
Assessing the New AI Paradigm
Businesses that provide the building blocks for generative AI or that can harness its power to provide better products and services should be the beneficiaries of this first wave of the artificial intelligence revolution
Powering Everything
ChatGPT has practically turned chipmaker NVIDIA into a household name. We believe NVIDIA and other companies along the semiconductor value chain should grow more than expected, benefitting not only from AI adoption but also from other new technologies that demand more powerful and more complex chips.
Enabling the Data-driven Enterprise
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.
Why We Prefer EM Banks Over Their DM Peers
Low penetration of traditional banking services creates considerable growth opportunities for emerging markets banks, while the maturity of the financial services sector in developed markets limits these opportunities.
Why Leading EM Banks Don’t Present the Same Risks as SVB and Credit Suisse
The leading EM banks have three key advantages that many of their developed-market counterparts do not share.
Navigating New Inflation Frontiers
We believe businesses that can set prices, enable automation, and provide cost-cutting solutions are best positioned to weather today’s inflationary environment.
Sands Capital
1000 Wilson Boulevard, Suite 3000
Arlington, Virginia 22209 USA
1.703.562.4000
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Disclosures and Definitions
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 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 $51 billion in client assets as of June 30, 2023.

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