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At Sands Capital, we strive to hire exceptional talent who will live our values and support our efforts to deliver on our mission.
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Uncovering Europe’s Next Generation of Global Leaders

From aquaculture to semiconductors, European firms are quietly becoming global leaders in innovation, sustainability, and value creation.

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Revolutionizing Public Safety: The Axon Ecosystem

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. 

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Fostering Long-Term Thinking

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.

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FPT Harnesses Education to Transform Talent Landscape

FPT has harnessed education to drive Vietnam’s digital transformation and human-capital development.

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Philosophy & Approach

Our philosophy is rooted in the belief that, over time, stock prices will reflect the earnings power and growth of the underlying businesses.

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Stewardship

Our latest annual report offers a comprehensive view of how we add value through active stewardship.

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Public Equity

Our newest strategy takes an unconstrained approach to seeking the best growth businesses outside of the U.S.

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Venture and Growth Equity

Sands Capital invests in innovative businesses across all stages of the growth spectrum

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Content category: Investment Strategy

Sands Capital Podcasts: What Matters Most
Globant Takes a Design-First Approach to Pure-Play Digital Services
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.
Revolutionizing Public Safety: The Axon Ecosystem
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.
Episode 3: Credo AI
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.
Episode 2: Nubank
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.
Episode 1: Samsara
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.
The Hidden Player in the Semiconductor Boom
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.
An Automation Leader Poised for Growth
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.
Building Sustainable Stewardship
As an active fundamental long-only manager focused on investing in innovative public growth businesses globally, we believe effective stewardship is very much aligned with our investment philosophy.
Insights Gained from Past Downturns
Sands Capital portfolio managers reflect on five powerful lessons they have learned while investing through past downturns.
Assessing Value in a High-valuation Market
After two years of strong equity returns, valuations sit at historical highs—raising questions about future market performance. While elevated valuations can signal lower long-term returns, structural shifts like AI-driven innovation and broadening earnings growth may tell a different story.
Riding India’s Digital Wave
Indian businesses that are able to seize the country’s increased digital and physical connectivity to find innovative and cost-effective ways to fill the unmet or evolving demands could find long runways for growth.
Moving from Disruption to Opportunity
As we approach the end of 2024, we are excited about the transformative trends that are opening new opportunities for our portfolio businesses and the markets they serve.
Assessing Power Constraints for AI
Power constraints represent a notable but addressable challenge for the continued growth of artificial intelligence. While deficits are likely to emerge, our research indicates they should remain manageable through 2027.
International Equities: The Elephant in The Room
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.
Are Emerging Markets Reemerging?
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.
Going Where The Growth Is: Emerging Markets
Listen to Sands Capital's take on the nuances of investing in emerging markets, and the significance of selectivity and understanding growth opportunities.
Why Active Matters in Emerging Markets
In this brief video, we explain the shortcomings of passive investing in emerging markets and the benefits of active investments.
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Disclosures and Definitions

Notice for non-US Investors

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 alternatives, 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 $59B in client assets as of September 30, 2025.

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