What We Think

What We Think


To invest differently, we first have to think differently.

Every day we set out to imagine the future and the companies that will create it. Through our insights, we hope to elevate the thinking about the trends that we believe will shape the world of tomorrow.

Investment Strategy
Finding Opportunity Beyond Volatility
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
Investment Strategy
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
Impact
Helping to Reduce the Environmental Impact of Transportation
Chinese electric car manufacturer NIO is enabling people to significantly reduce their carbon footprint.
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Category

Investment Strategy
Finding Opportunity Beyond Volatility
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
Investment Strategy
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
Impact
Helping to Reduce the Environmental Impact of Transportation
Chinese electric car manufacturer NIO is enabling people to significantly reduce their carbon footprint.
Impact
Helping the Unbanked and Small Businesses Participate in the Digital Economy
Visa is bringing access to digital payments to millions of people around the globe.
Impact
Looking to Create More Value for Customers with Less Environmental Impact
Sustainability is a key component of the long-term growth strategy for the chemicals company Sika as it provides solutions to the construction, manufacturing, and transportation industries.
Investment Strategy
Uncovering Long-term Opportunity in a Short-sighted Market
As the worst sell-off in our 30-year history ensues, we are reflecting on our investment cases and the expected returns of our businesses, which we believe are more attractive than they have been in years.
Investment Strategy
Enabling the Data-driven Enterprise
While there is a long road ahead before data-driven decision-making becomes common across organizations, we believe businesses that enable this data stack will be an important area for venture capital investment in the years to come.
Impact
Latin America’s Biggest Online Marketplace Creates Opportunities for Millions
MercadoLibre’s ecommerce platform is enabling small and midsized business owners, including women entrepreneurs, to thrive.
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Podcasts

Business Perspectives
Episode 7: Keyence
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
Business Perspectives
Episode 6: Rentokil Initial
Rentokil, a pest control industry leader, has consolidated its technician service routes to achieve efficiencies and a significant competitive advantage. Listen as Michael Raab and Matt Luneburg talk about how we built conviction in what may seem an unlikely investment for Sands Capital.
Business Perspectives
Episode 5: Bio-Techne
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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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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