portfolio picture man smilig into camera

Michael Rallo, CFA

Sr. Research Associate

Joined Sands Capital


Work Experience

Sands Capital (2019 - 2021)
Arlington, VA | Research Associate

Houlihan Lokey (2018 - 2019)
McLean, VA | Investment Banking Analyst


Washington & Lee University (2018)
BS | Accounting and Business Administration

Investment Strategy
Navigating New Inflation Frontiers
We believe businesses that can set prices, enable automation, and provide cost-cutting solutions are best positioned to weather today’s inflationary environment.
Investment Strategy
Transforming the Enterprise
Despite the short-term pressure on stocks, we believe that the long-term wealth creation opportunity tied to select enterprise software businesses remains strong, buoyed by a massive and immutable move toward cloud computing.

Let’s Talk