Our Culture

What you believe and what you value as an organization matters. Discover the DNA of our firm.

Our People

Get to know our teams and the stories of select staff members who share why they choose to work at Sands Capital.

News & Events

Read about some of the latest events, partnerships, and business highlights from Sands Capital.

Careers

At Sands Capital, we strive to hire exceptional talent who will live our values and support our efforts to deliver on our mission.

Changing market and geopolitical environments are part of the equation for long-term investors.  As active investors, we are prepared to manage through trying times.

Papercup’s proprietary AI dubbing solutions provide high-quality, inexpensive voiceover and video localization.

Fostering Long-term Thinking

Executive Managing Director and Sr. Portfolio Manager Brian Christiansen discusses the importance of candor and collaboration in a culture that promotes long-term thinking.

Transparent Work Cultures and Inclusive Opportunities

Recruit Holdings is transforming the world of work through wage transparency and providing life-changing opportunities for immigrants and refugees.

Philosophy & Approach

Our philosophy is rooted in the belief that, over time, stock prices will reflect the earnings power and growth of the underlying businesses.

Stewardship

Our second annual stewardship report reflects our commitment to provide clients and other key stakeholders with transparency into our initiatives, actions, and the progress we made in 2022.

Public Equity

Our newest strategy takes an unconstrained approach to seeking the best growth businesses outside of the U.S.

Venture & Growth Equity

Sands Capital invests in innovative businesses across all stages of the growth spectrum

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.

SUBSCRIBE:

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.

SUBSCRIBE:

EPISODES:

SEASON 2
Cadence

With Sr. Research Analyst Daniel Pilling

Episode 8: Cadence
February 29, 2024

In this episode, Sr. Research Analyst Daniel Pilling takes us on a deep dive into the world of Cadence, the leading software provider in the semiconductor industry. From the evolution of semiconductor design to the potential of generative artificial intelligence (AI), we explore the intricate processes and challenges in chip design. We delve into the cyclical nature of the semiconductor industry, the value added in both leading-edge and analog chips, and the strategic role Cadence plays in this dynamic ecosystem. With its software integrated into the manufacturing process of semiconductors, Cadence has the potential to shape the future of the industry.

SEASON 2
Globant

With Sr. Research Analyst Eric Black

Episode 7: Globant
January 31, 2024

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 trillion 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.

SEASON 2
Axon Enterprises

With Portfolio Manager and Sr. Research Analyst Danielle Menichella

Episode 6: Axon Enterprises
December 29, 2023

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.

Show more

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.

a man in a suit and a blue shirt is smiling at the camera

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 expressed are the opinion of Sands Capital 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 found here.

This communication is for informational purposes only and does not constitute an offer, invitation, or recommendation to buy, sell, subscribe for, or issue any securities. The material is based on information that we consider correct, and any estimates, opinions, conclusions, or recommendations contained in this communication are reasonably held or made at the time of compilation. However, no warranty is made as to the accuracy or reliability of any estimates, opinions, conclusions, or recommendations. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.

In the United Kingdom, this communication is issued by Sands Capital Advisors – UK Ltd (“Sands UK”) and approved by Robert Quinn Advisory LLP, which is authorised and regulated by the UK Financial Conduct Authority (“FCA”). Sands UK is an Appointed Representative of Robert Quinn Advisory LLP.

This material constitutes a financial promotion for the purposes of the Financial Services and Markets Act 2000 (the “Act”) and the handbook of rules and guidance issued from time to time by the FCA (the “FCA Rules”). This material is for information purposes only and does not constitute an offer to subscribe for or purchase of any financial instrument. Sands UK neither provides investment advice to, nor receives and transmits orders from, persons to whom this material is communicated, nor does it carry on any other activities with or for such persons that constitute “MiFID or equivalent third country business” for the purposes of the FCA Rules. All information provided is not warranted as to completeness or accuracy and is subject to change without notice. This communication and any investment or service to which this material may relate is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules and other persons should not act or rely on it. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.