Business Perspectives

What Matters Most

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.

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EPISODES:

EPISODE 7
Keyence

With Portfolio Managers Sunil Thakor and Danielle Menichella

Episode 7: Keyence
June 14, 2022

Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. Sands Capital’s Suni Thakor and Danielle Menichella discuss why Keyence, a factory automation market leader that specializes in sensor and sensor systems, will likely be a beneficiary of that growth and what makes the company so unique within its sector.

EPISODE 6
Rentokil Initial

With Sr. Research Analyst Matthew Luneburg and Portfolio Manager Michael Raab.

Episode 6: Rentokil Initial
May 17, 2022

Growth investing often focuses on innovation, but Sands Capital’s Michael Raab and Matthew Luneburg show Rentokil as an example of a growth business that favors refining what’s already working. Rentokil, a pest control industry leader, has consolidated its technician service routes to achieve efficiencies and a significant competitive advantage. Listen as Michael and Matt talk about how we built conviction in what may seem an unlikely investment for Sands Capital.

the doctor is holding a vial of blood
EPISODE 5
Bio-Techne

With Research Analyst Daniel Cheng and Sr. Portfolio Manager Suni Thakor

Episode 5: Bio-Techne
November 30, 2021

Listen as we discuss the fascinating growth story of Bio-Techne, a life sciences company that supplies over 500,0000 tools that power new scientific breakthroughs. Sands Capital’s Daniel Cheng and Sunil Thakor detail how Bio-Techne's diversified exposure to one of the most dynamic secular growth trends sets it apart, and why it's a high-conviction business for Sands Capital.

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Questions, Comments, Podcast Ideas?

Meet the Moderator

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.

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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 podcasts are selected to highlight different sectors and geographies. 

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. 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 and additional disclosures for the related composites may be found in the Sands Capital GIPS Report.