Looking Ahead: Innovation and Growth Investing
While much of the disruption seen today is concentrated in the tech sector, we see the greatest opportunity in—and beyond—technology. Some of our investment professionals discuss where they see emerging trends and how Sands Capital’s private investing benefits its research in public markets.
Contributors
Meet the Panel
AShraf
Ashraf joined Sands Capital in 2008 as a Research Analyst on the Global Consumer Sector Team. He began working as a Co-Portfolio Manager of the Emerging Markets Growth strategy in 2011, and was promoted to Sr. Portfolio Manager in 2017. Ashraf helped create and launch International Growth in 2018, and serves as a co-Portfolio Manager on the strategy.
Ashraf earned a BA from Northwestern University (2001) and an MBA from Harvard Business School (2007). Prior to joining Sands Capital, he was an Investment Analyst at Chesapeake Partners, a Business Analyst at McKinsey & Company, and a Director, Business Development at GH Smart & Company.
Dave
Dave was one of Sands Capital’s first staff members, working as a Research Analyst when the firm first opened in 1992. He left to pursue his MBA in 1994, then worked as a Research Analyst and Vice President at State Street Research & Management, and as a Research Analyst at MFS Investment Management. In 2002, Dave returned to Sands Capital as a Research Analyst and later led the research efforts of the firm’s Global Industrials Sector Team. Dave helped develop the firm’s Global Growth strategy, as has served as a co-Portfolio Manager since its inception in 2008. He is also a member of the Executive Management Team, which provides strategic leadership across the firm.
Dave earned a BSBA from the University of Florida (1990) and an MBA from the Darden School of Business at the University of Virginia (1996).
Suni
Suni joined Sands Capital as a Research Associate Intern and became a full-time Research Analyst in 2006 following business school. He later led the research efforts of the firm’s Global Financial Services Sector Team. In 2007, Suni became Co-Portfolio Manager of the firm’s Global Growth strategy. He later helped create and launch Global Leaders (2017) and International Growth (2018), and serves as a Co-Portfolio Manager of both strategies.
Suni earned a BA from Colby College (1999) and an MBA from Columbia Business School (2006). Prior to joining Sands Capital, he worked as an Analyst and Associate at Charles River Associates, Inc.
Tom joined Sands Capital in 2005 as a Research Associate on the Global Technology Sector Team, and was promoted to Research Analyst in 2008. He was named Co-Portfolio Manager of the Technology Innovators strategy in 2012. Tom was promoted to Sr. Research Analyst in 2016, was named Co-Portfolio Manager of the Select Growth strategy in 2017, and in 2021 he was promoted to Sr. Portfolio Manager.
Tom earned a BA in Chemistry and a BS in Physics-Engineering from Washington & Lee University (2005).
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Disclosures:
The views expressed are the opinion of Sands Capital Management and are not intended as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities. The views expressed were current as of the date indicated and are subject to change. This material may contain forward-looking statements, which are subject to uncertainty and contingencies outside of Sands Capital’s control. Readers should not place undue reliance upon these forward-looking statements. There is no guarantee that Sands Capital will meet its stated goals. Past performance is not indicative of future results. A company’s fundamentals or earnings growth is no guarantee that its share price will increase. Forward earnings projections are not predictors of stock price or investment performance, and do not represent past performance. Characteristics, sector exposure and holdings information are subject to change, and should not be considered as recommendations. References to companies provided for illustrative purposes only. The specific portfolio companies identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients. There is no assurance that any securities discussed will remain in the portfolio or that securities sold have not been repurchased. You should not assume that any investment is or will be profitable. For a complete list of current and former holdings for any strategy managed by Sands Capital Management, including returns and attribution analysis, please contact a member of our Client Relations Team at 703-562-4000. GIPS® Reports and additional disclosures for the related composites may be found at Sands Capital GIPS Report.