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.

Category

Investment Strategy
Ecommerce: A Play in Multiple Acts
Ecommerce leaders are moving into adjacent businesses that we think give them potential for second and third “acts” that lengthen and expand their runways for growth.
Impact
AIA Encouraging and Educating People to Lead Healthier Lives
This pan-Asian life insurer has launched a broad-based campaign that targets key health risks and chronic conditions that can be treated or prevented with healthier lifestyles and better access to health care.
Impact
Making COVID-19 Vaccine Distribution Easier
Twilio developed a call system to help emergency responders effectively communicate with healthcare providers on vaccine logistics.
Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth Portfolio, dive into the opportunity set that can be found overseas.
Impact
Developing Drugs Faster
Wuxi Biologics’ R&D platform has been critical in the manufacture of vaccines and therapeutic antibodies against COVID-19.
Investment Strategy
Perspectives on Growth Opportunities in Emerging Markets
Ashraf Haque discusses how the rapid and pervasive diffusion of technological innovation has changed the investment landscape in emerging markets.
Investment Strategy
What Is Risk?
Volatility is not synonymous with risk. Distinguishing between the two is central to our efforts to add value over the long term.
Investment Strategy
The Essence of Quality
To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, sell ever more value-adding goods and services, and expand its leadership in attractive business spaces through innovation and disruption.
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