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.
Business Perspectives
Connecting Brands with Digital Content Creators
Bryan Gold and #paid are enabling companies and creators to form mutually beneficial partnerships.
Investment Strategy
Why We Prefer EM Banks Over Their DM Peers
Low penetration of traditional banking services creates considerable growth opportunities for emerging markets banks, while the maturity of the financial services sector in developed markets limits these opportunities.
Investment Strategy
Why Leading EM Banks Don’t Present the Same Risks as SVB and Credit Suisse
The leading EM banks have three key advantages that many of their developed-market counterparts do not share.
Investment Strategy
Navigating New Inflation Frontiers
We believe businesses that can set prices, enable automation, and provide cost-cutting solutions are best positioned to weather today’s inflationary environment.
Investment Strategy
Selectivity Matters in Periods of Market Turmoil
During times of financial stress and deteriorating corporate profitability, long-term investors may find opportunities in differentiating between fundamentally strong and fundamentally weak businesses.
Investment Strategy
What Is Risk?
Volatility is not synonymous with risk. Distinguishing between the two is central to Sands Capital's efforts to add value over the long term.
Investment Strategy
Investing in the Face of Climate Change
As long-term stewards of capital, we believe it is critical that businesses, investors, and capital allocators factor climate change into their long-term strategies as they would any other environmental, social, or governance issue.
Investment Strategy
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
Impact
Using Science to Support a Sustainable Future
Entegris is working to deliver innovations to semiconductor fabrication that will foster greater productivity and economic growth while enhancing sustainability.
Investment Strategy
Emerging Technology Trends for 2023
Learn how we extrapolated from 2022’s technology trends to identify where we believe the next wave of potentially market-changing startups will develop.
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.
Investment Strategy
Digital Devices are Enabling a Healthier World
Healthcare companies are leveraging advances in technology to make smarter and smaller medical devices that enable earlier diagnosis and better treatment of disease.
Investment Strategy
Advancing the Path to Long-term Growth
Markets for innovative medical devices can grow by leaps when the devices gain regulatory evaluations, reimbursement coverage, or acceptance by the medical community.
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.
Investment Culture
Fostering Long-term Thinking
Executive Managing Director and Senior Portfolio Manager Brian Christiansen discusses the importance of candor, collaboration, and entrepreneurialism in creating a culture that promotes long-term thinking.
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Category
Investment Culture
Fostering Long-term Thinking
Executive Managing Director and Senior Portfolio Manager Brian Christiansen discusses the importance of candor, collaboration, and entrepreneurialism in creating a culture that promotes long-term thinking.
Investment Culture
Assessing the Foundation
At Sands Capital, we complement our bottom-up business-model research with macroeconomic frameworks to seek outstanding businesses.
Investment Culture
The Power of Concentration
We believe concentrated ownership is the best way to create meaningful wealth over time.
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Podcasts
Business Perspectives
Episode 7: Keyence
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
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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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.
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