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What Matters Most is Sands Capital’s podcast series in which we explore some of the trends and businesses that are propelling global innovation and changing the way we live and work today and into the future.
Hosted by Kevin Murphy, senior client relations director, this series provides listeners with insights into our analyst culture and a broad range of growth equity companies in which Sands Capital invests. Analysts answer tough questions about businesses we own and offer insights into our investment process.
What Matters Most is Sands Capital’s podcast series in which we explore some of the trends and businesses that are propelling global innovation and changing the way we live and work today and into the future.
Hosted by Kevin Murphy, Senior Client Relations Director, this series provides listeners with insights into our analyst culture and a broad range of growth equity companies in which Sands Capital invests. Analysts answer tough questions about businesses we own and offer insights into our investment process.
With Sr. Research Analyst Eric Black
If you’ve never thought about investing in information technology (IT) services, this podcast episode could change your mind. Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure-play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the $1.5 trillion1 IT services market are undeniable. Eric helps us see why, unpacking the potential of artificial intelligence, Globant’s strategic business partnerships, and the loyalty the company has generated from the more than 1,500 Fortune 500 and Fortune 2000 companies on its client list. Globant’s cutting-edge software solutions have made their way into products at Disney, ESPN, and Google and are making lives easier around the globe.
1United States Dollars ($)
This episode was first published on January 31, 2024 and was republished on May 30, 2025.
With Portfolio Manager and Sr. Research Analyst Danielle Menichella
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. 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. We’re diving deep into how its wide range of technologies work in tandem, what the future of public safety might look like—and why we believe all of this makes the business an attractive investment opportunity.
This episode was first published on December 29, 2023, and was republished on May 29, 2025.
With Managing Partner Scott Frederick
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. In this episode of What Matters Most, Scott Frederick, a Sands Capital managing partner, explains how software startup Credo AI is helping to keep AI models responsible. Join us as we look at how Credo AI aims to lead the way in this vital new field.
Kevin G. Murphy, CFA is a Sr. Director of Client Relations. Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.
Kevin joined Sands Capital in 2002 as a Director and Portfolio Manager focusing on wealth management clients, and was promoted to Sr. Director of Client Relations in 2015. Prior to joining Sands Capital, Kevin worked as a Sr. Manager of Business Strategy and Business Analysis for Marriott International, as a Marketing Associate for Advisory Board Company, and as a Sr. Budget Analyst on two presidential campaigns.
Kevin earned a BA from Colorado College and an MBA from the McDonough School of Business at Georgetown University.
Disclosures:
The featured podcast portfolio companies represent a subset of Sands Capital holdings that illustrate the types of businesses in which we typically invest. The series uses rotation whereby companies are selected to highlight different sectors and geographies.
The views and opinions expressed herein are those of individuals and may differ from the views and opinions expressed by Sands Capital. 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. References to companies provided for illustrative purposes only. The portfolio companies identified do not represent all of the securities purchased 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. GIPS® Reports found here.
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