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
As Physical and Virtual Worlds Converge, Digital Markets Emerge
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
Investment Strategy
China Offers Still Compelling, Yet Complex, Investment Opportunities
China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
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
Contenders vs. Pretenders: Seeking the True Leaders Amid a Lengthy Market Run
Dave Levanson, co-portfolio manager of Sands Capital's Global Growth strategy discusses how we’re investing in this environment, and why he thinks selectivity matters now as much as ever.
Investment Strategy
Life Sciences Revolution Enables Better Disease Diagnosis and Treatment
Technological advancements and biological breakthroughs have helped scientists better understand the causes of disease.
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.
Investment Strategy
Making Sense of China’s Regulatory Crackdowns
Recent actions against private after-school tutoring providers and ride-hailing firms have some investors questioning whether Chinese companies are investable. A more complicated picture emerges in the examination of the nuances.
Investment Strategy
China's Regulatory Environment and Its Implications for Growth Investors
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Load more

Category

Investment Strategy
As Physical and Virtual Worlds Converge, Digital Markets Emerge
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
Investment Strategy
China Offers Still Compelling, Yet Complex, Investment Opportunities
China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
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
Contenders vs. Pretenders: Seeking the True Leaders Amid a Lengthy Market Run
Dave Levanson, co-portfolio manager of Sands Capital's Global Growth strategy discusses how we’re investing in this environment, and why he thinks selectivity matters now as much as ever.
Investment Strategy
Life Sciences Revolution Enables Better Disease Diagnosis and Treatment
Technological advancements and biological breakthroughs have helped scientists better understand the causes of disease.
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.
Investment Strategy
Making Sense of China’s Regulatory Crackdowns
Recent actions against private after-school tutoring providers and ride-hailing firms have some investors questioning whether Chinese companies are investable. A more complicated picture emerges in the examination of the nuances.
Investment Strategy
China's Regulatory Environment and Its Implications for Growth Investors
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Load more