In this episode of What Matters Most, Sands Capital Portfolio Manager and Sr. Research Analyst Danielle Menichella discusses the business’ journey from Taser maker to artificial intelligence-powered software developer.
Executive Managing Director and Senior Portfolio Manager Brian Christiansen discusses the importance of candor, collaboration, and entrepreneurialism in creating a culture that promotes long-term thinking.
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
As artificial intelligence (AI) becomes a part of our everyday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people.
Sr. Research Analyst Eduardo Leal explains how Brazil’s Nubank went from startup to the country’s second largest corporation in just 10 years. We explore how mobile banking is opening financial doors for global citizens and how we believe Nubank is poised to remake the Brazilian banking industry.
In this episode of What Matters Most, we explore Samsara’s innovative approach to data collection and visualization. Learn about the company’s rapid growth, market potential, and competitive advantages — as well as what international expansion could mean for the business.
You’ll find semiconductors in just about every device with a plug, a power button or a battery. In this Season 2 episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for AI and machine learning intensifies.
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this Season 1 podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
As allocators increasingly overweight U.S. equities, we remind them that some of the best growth businesses lie outside the United States. These businesses provide differentiated growth potential, and can also help mitigate downside risk within a diversified portfolio.
Hear Sands Capital's take on the resurgence of emerging markets in this short video highlighting past struggles, recent progress, and why we are optimistic about this asset class.
Listen to Sands Capital's take on the nuances of investing in emerging markets, and the significance of selectivity and understanding growth opportunities.
History suggests that markets trend upward regardless of who’s in the White House and who controls Congress. That said, given today’s geopolitical, economic, and social crosscurrents, we believe that selectivity will become increasingly important.
The combination of software and the move to cloud computing remains one of the largest secular growth trends we see, which is driving increased demand for scalable, cloud-based solutions across every sector of the economy.
To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, to sell ever more value-adding goods and services, and to expand its leadership in attractive business spaces through innovation and disruption.
As long-term stewards of capital, we believe it is critical that businesses, investors, and capital allocators factor climate change into their long-term strategies as they would any other environmental, social, or governance issue.
