Category: Investment Strategy

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.
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.
Volatility is not synonymous with risk. Distinguishing between the two is central to our efforts to add value over the long term.
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.
Active management is vital to creating alpha amid expectations for lower absolute returns.