OWN THE FEW

Own the Best

Through our singular focus on investing in what we believe are the best growth businesses, in public and private markets, we strive to fulfill our mission to add value and enhance the wealth of our clients with prudence over time.

OWN THE FEW

Own the Best

Through our singular focus on investing in what we believe are the best growth businesses, in public and private markets, we strive to fulfill our mission to add value and enhance the wealth of our clients with prudence over time.

Exceptional businesses are rare

Their innovations often transform industries and create new ones.
Their products and services solve problems and improve people’s lives.

Significant
Wealth

Significant Wealth

Exceptional businesses create the future and in doing so can generate significant wealth for their owners. Research indicates that these special businesses, while few, create most wealth for long-term investors.

Long Term
Growth Equity

Long Term
Growth Equity

As fundamental, business-focused investors, we look for exceptional businesses that can drive long-term equity returns. We seek to own them in a highly concentrated fashion for the long term. Identifying and owning these companies through their formative stages of growth is challenging.

Singular
Focus

Singular Focus

Through our singular focus on investing in what we believe are the best growth businesses, in public and private markets, we strive to fulfill our mission to add value and enhance the wealth of our clients with prudence over time.

Why Partner With Us?

Our core strength lies in applying proprietary, fundamental research to identify what we believe are leading growth businesses that are innovative and offer products and services for which there are few substitutes.

Long-run Focus

Exceptional businesses take years, not quarters, to build. Commercializing innovations and establishing durable competitive advantages take time and patience. As long-term owners of businesses and not short-term traders of stocks, we focus on the potential that businesses have to grow exponentially in five years or more. However, the path to this growth is often not a straight one. To benefit from the long-term wealth creation opportunity that comes with rapid growth, we accept the inevitable variability in the short term.
1

Business-focused Research

Innovation and industry transformation drives growth. Identifying opportunities created by new trends requires differentiated thinking. Our global research platform comprises more than 60 investment professionals who have developed substantial domain knowledge in innovative business spaces. Our collective experience enables our analysts to recognize patterns, identify relationships, and understand business models and ecosystems. They develop intimate knowledge on a small number of companies and share insights across an integrated, tightly knit investment team.
2

Concentrated Ownership​

Businesses that meet our six criteria are far and few between. When we choose to invest in a company, we want to own it in high concentration. This strategy magnifies the impact of our stock selection and has the potential to be a powerful way to build wealth for our clients. Some investors perceive that a concentrated strategy runs the risk of higher short-term volatility. In our view, a portfolio diluted with many holdings may introduce the risk of not knowing the businesses well enough.
3

Collaborative Culture​

Predicting the future is challenging. Doing so requires a culture that values, promotes, and rewards teamwork. We embrace radical honesty and have created an environment that fosters the trust needed to have open and unfettered debate. We challenge one another to see the world clearly and think creatively to build long-term wealth for our clients.
4

To invest differently, we first have to think differently.

What We Do

With a singular focus on growth investing, we offer clients strategies that actively target leading public and private businesses across the growth spectrum.

Document

Related Articles

Investment Strategy
Following the Fundamentals Through Volatile Times
As we continue to emerge from one of the most difficult periods in our history, we are encouraged by the results of our investment strategies. In 2023, we delivered by sticking with our time-tested investment strategy, following our process, doing our research, and executing.
Investment Strategy
Eight Cybersecurity Trends to Watch in 2024
For 2024, we have identified eight cyber security trends that most excite us. Read how Sands Capital Ventures Partner Mark McGovern and Principal Chris Eng drew on learnings from key developments across the sector to create their vision for the year ahead.
Investment Strategy
Beyond Distortion and Doubt
Change can create uncertainty in financial markets, but it also has the potential to unlock opportunities for many of the businesses we own. Tune in to hear Sr. Portfolio Manager Dave Levanson, CFA discuss the on-going journey of these businesses, why we continued to own them through tough times, and what we can expect from them going forward.

Disclosures:
Venture Capital and Private Growth Equity investment strategies are managed by Sands Capital Ventures, LLC are only available to qualified investors. As of October 1, 2021, the firm was redefined to be the combination of Sands Capital Management, LLC and Sands Capital Ventures, LLC. Both firms are registered investment advisers with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. The two registered investment advisers are combined to be one firm and are doing business as Sands Capital. Sands Capital operates as a distinct business organization, retains discretion over the assets between the two registered investment advisers, and has autonomy over the total investment decision making process. 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. There is no guarantee that Sands Capital will meet its stated goals. You should not assume that any investment is or will be profitable. Past performance is not indicative of future results.