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

Business Perspectives
What Matters Most
In this podcast series, 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.
Culture
Assessing the Foundation
We complement our bottom-up business-model research with macroeconomic frameworks to seek outstanding businesses.
Business Perspectives
Asian Paints and India's Middle-Class Spending Boom
As India's middle class grows, Asian Paints is poised to command the lion's share of spending on decorative paint.
Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Business Perspectives
What Matters Most—Episode 3 MercadoLibre
President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss MercadoLibre. The team takes a look at how the company launched its fintech business in Latin America, expanded into grocery, and finetuned its logistics network.
Investment Strategy
Here’s Why Select Growth Businesses Can Continue to Add Value
Wes Johnston, co-portfolio manager, Select Growth strategy at Sands Capital shares his take on the value rally in this question and answer session.
Culture
The Power of Concentration
We believe concentrated ownership is the best way to create meaningful wealth over time.
Investment Strategy
Finding Secular Growth in a Cyclical Market
Companies that are poised to capitalize on transformative secular trends have outsized potential to sustainably generate above-average earnings and revenue.
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