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
Banking on the Masses
Throughout emerging markets, advances in technology are enabling the creation of digital banking solutions that better address evolving consumer preferences and enable billions of the unbanked to access the financial system.
Investment Strategy
Looking Past the Panic
During times of market volatility and selling, we remind our clients and one another that we need to always look forward—past these phases of market panic—to focus on the long term, where we believe value is dictated by fundamentals.
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.
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Category

Business Perspectives
Facebook and Evaluating Impact to Society
Brian Christiansen, Director of Stewardship, discusses our take on Meta and the framework we use to evaluate companies from a stewardship perspective.
Business Perspectives
The Tech that Powers a DoorDash Delivery
While ordering take out, a ride share, or some late-night snacks may seem like nothing more than the push of a button, it takes a web of innovative technology companies to make today’s ecommerce possible.
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Podcasts

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.
Business Perspectives
Episode 4: Aptiv
Aptiv supplies computer technology to half of the world’s electrified vehicles. We expect it’ll lead the market in active safety solutions next year. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded vehicle manufacturers' race.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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