Private Growth
Quarterly Updates
Quarterly Strategy Reviews
In these webcast reviews, the featured portfolio managers discuss perspectives on the market environment, the portfolios' top contributors and detractors, and recent purchases and sales.
The 3Q Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available in October. More information forthcoming.
The 3Q Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available in October. More information forthcoming.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now. Select Growth Global Growth
Global Leaders
Emerging Markets Growth
International Growth
Technology Innovators
Commentary Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now. Select Growth Global Growth
Global Leaders
Emerging Markets Growth
International Growth
Technology Innovators
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
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Latest Thinking
Investment Strategy
Healthcare Technology Trends
In 2023, we have followed key healthcare technology trends that are reshaping the healthcare industry, as well as the influence these trends have on consumers, providers, and insurance companies.
In The News
Sands Capital Named Signatory to UK Stewardship Code
The United Kingdom’s Financial Reporting Council has named Sands Capital as a signatory to the UK Stewardship Code, which was designed to strengthen reporting requirements and stewardship expectations for asset managers, asset owners, and service providers.
Business Perspectives
Episode 2: Dexcom
Discover the future of diabetes detection and treatment in the latest episode of Sands Capital’s What Matters Most podcast. Jenny Goldsmith, Sr. Research Analyst, examines Dexcom, a business that’s rewriting the rules of diabetes care through trailblazing software and predictive algorithms.
Investment Strategy
From Beta to Alpha
U.S. markets have recovered following 2022’s historic selloff, leading some to question what comes next. Valuations are elevated, the cost of capital is the highest it’s been in decades, and overall economic and geopolitical uncertainty remains. In this environment, we believe certain active approaches are better positioned to benefit than others.
Investment Culture
Cultivating Courage
Sands Capital prides its open and entrepreneurial culture as a cornerstone of its success. Five former Sands Capital interns spoke about their collaborative learning experiences throughout their internship and onto their full-time roles.
Investment Strategy
Is China Investible?
China’s changing macroeconomic and geopolitical dynamics call for a nimbler and more selective investment approach. Renewable energy and industrial automation are among the developing opportunities where we see value creation potential.
Business Perspectives
Episode 1: Entegris
You’ll find semiconductors in just about every device with a plug, a power button or a battery. In this episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for AI and machine learning intensifies.
Investment Strategy
Banking on Emerging Markets
Throughout emerging markets, advances in technology are enabling the creation of digital banking solutions that better address evolving consumer preferences and enable billions of the unbanked to access the financial system.
Investment Strategy
Assessing the New AI Paradigm
Businesses that provide the building blocks for generative AI or that can harness its power to provide better products and services should be the beneficiaries of this first wave of the artificial intelligence revolution
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