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.


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
Healthcare Technology Trends
In 2023, we have followed key healthcare technology trends that are reshaping the healthcare industry, as well as the influence these trends have on consumers, providers, and insurance companies.
Business Perspectives
Episode 2: Dexcom
Discover the future of diabetes detection and treatment in the latest episode of Sands Capital’s What Matters Most podcast. Jenny Goldsmith, Sr. Research Analyst, examines Dexcom, a business that’s rewriting the rules of diabetes care through trailblazing software and predictive algorithms.
Investment Strategy
From Beta to Alpha
U.S. markets have recovered following 2022’s historic selloff, leading some to question what comes next. Valuations are elevated, the cost of capital is the highest it’s been in decades, and overall economic and geopolitical uncertainty remains. In this environment, we believe certain active approaches are better positioned to benefit than others.
Investment Culture
Cultivating Courage
Sands Capital prides its open and entrepreneurial culture as a cornerstone of its success. Five former Sands Capital interns spoke about their collaborative learning experiences throughout their internship and onto their full-time roles.
Investment Strategy
Is China Investible?
China’s changing macroeconomic and geopolitical dynamics call for a nimbler and more selective investment approach. Renewable energy and industrial automation are among the developing opportunities where we see value creation potential.
Business Perspectives
Episode 1: Entegris
You’ll find semiconductors in just about every device with a plug, a power button or a battery. In this episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for AI and machine learning intensifies.
Investment Strategy
Banking on Emerging Markets
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
Assessing the New AI Paradigm
Businesses that provide the building blocks for generative AI or that can harness its power to provide better products and services should be the beneficiaries of this first wave of the artificial intelligence revolution
Impact
Digital Transformation Spurs Financial Inclusion in Kazakhstan
Kaspi’s digital solutions are bridging vast geographical divides to boost financial inclusion and empower small and midsized enterprises across the nation.
Impact
Powering Transparent Work Cultures and Inclusive Opportunities
Recruit Holdings is transforming the world of work through wage transparency and providing life-changing opportunities for immigrants and refugees.
Investment Strategy
Powering Everything
ChatGPT has practically turned chipmaker NVIDIA into a household name. We believe NVIDIA and other companies along the semiconductor value chain should grow more than expected, benefitting not only from AI adoption but also from other new technologies that demand more powerful and more complex chips.
Business Perspectives
Innovative Game Play That Is Proven, Better, and New
Boom Entertainment and its CEO, Stephen Murphy, are making sports gaming accessible—and fun—to a broader market of consumers.
Investment Culture
Discovering the World of Growth Investing
Marina Qu, a rising junior at Harvard University, shares her impressions from week one as an editorial intern at Sands Capital. She joins 15 other interns and five externs who will spend the summer working in teams across the firm.
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
Leveling the Playing Field
With the launch of its Square Reader, Block (formerly Square) gave small businesses an easy way to process credit card payments and manage their business. Now its Cash App gives young and low-income individuals a simplified way to spend, save, invest, send money, and access credit.
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Category

Business Perspectives
Innovative Game Play That Is Proven, Better, and New
Boom Entertainment and its CEO, Stephen Murphy, are making sports gaming accessible—and fun—to a broader market of consumers.
Business Perspectives
Connecting Brands with Digital Content Creators
Bryan Gold and #paid are enabling companies and creators to form mutually beneficial partnerships.
Business Perspectives
Building Cybersecurity That’s Usable
Rahul Powar and the team at Red Sift are on a mission to make cybersecurity easier for enterprises of all sizes.
Business Perspectives
Bringing Governance to AI
Navrina Singh and Credo AI are helping organizations build AI responsibly, by providing an AI governance software platform to ensure technology is fair, compliant, safe, secure, auditable, and human centered.
Business Perspectives
Making Business Insights as Easy as a Google Search
Tellius’ founder Ajay Khanna discusses his journey to creating a business that can deliver automated, easy-to-use insights to drive timely business decisions.
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Podcasts

Business Perspectives
Episode 2: Dexcom
Discover the future of diabetes detection and treatment in the latest episode of Sands Capital’s What Matters Most podcast. Jenny Goldsmith, Sr. Research Analyst, examines Dexcom, a business that’s rewriting the rules of diabetes care through trailblazing software and predictive algorithms.
Business Perspectives
Episode 1: Entegris
You’ll find semiconductors in just about every device with a plug, a power button or a battery. In this episode of What Matters Most, Sands Capital technology analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for AI and machine learning intensifies.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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