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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Episode 4: Aptiv
EPISODE 4
Aptiv

With Portfolio Manager Danielle Menichella and Sr. Portfolio Manager and Executive Managing Director Dave Levanson

Episode 4: Aptiv
October 26, 2021

Aptiv supplies computer technology to half of the world’s electrified vehicles. We expect they’ll lead the market in active safety solutions next year. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded vehicle manufacturers race.

Episode 3: MercadoLibre
EPISODE 3
MercadoLibre

With President and Director of Research Perry Williams and Research Analyst Judy Jiao

Episode 3: MercadoLibre
June 8, 2021

President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss MercadoLibre, the Argentine company that is now the largest online ecommerce company by gross transaction volume. Since its 2007 IPO, the company has continued to seek new drivers of growth. The team takes a look at how the company launched its fintech business in Latin America, expanded into grocery, and finetuned its logistics network.

Episode 2: Sea
EPISODE 2
Sea

With Neil Kansari, senior portfolio manager

Episode 2: Sea
May 27, 2021

Neil Kansari, Sr. Portfolio Manager, discusses Sea, a Singapore-based mobile gaming and ecommerce company that has become Southeast Asia’s largest internet and technology company based on market cap. In this podcast, Neil outlines the economic, demographic, and market conditions in Southeast Asia for ecommerce and digital finance adoption and Sea’s business plans.

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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.