Category: Investment Strategy

China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
Global equities and valuations are at all-time highs, but threats loom. 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.
Technological advancements and biological breakthroughs have helped scientists better understand the causes of disease.
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Recent actions against private after-school tutoring providers and ride-hailing firms have some investors questioning whether Chinese companies are investable. A more complicated picture emerges in the examination of the nuances.
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Wes Johnston, co-portfolio manager, Select Growth strategy at Sands Capital shares his take on the value rally in this question and answer session.
Companies that are poised to capitalize on transformative secular trends have outsized potential to sustainably generate above-average earnings and revenue.
Ecommerce leaders are moving into adjacent businesses that we think give them potential for second and third “acts” that lengthen and expand their runways for growth.
Ashraf Haque discusses how the rapid and pervasive diffusion of technological innovation has changed the investment landscape in emerging markets.