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
Episode 5: Visa
Join Sands Capital Portfolio Managers Sunil Thakor and Michael Raab as they unpack the company’s history, technology, and the formidable network that cements its position as an industry leader. From IPO to the present, we dissect the anatomy of Visa’s enduring success.
Business Perspectives
Episode 4: Reliance Industries
Reliance Industries’ portfolio of products and services touches almost every person in India on a daily basis—and fueled by favorable micro and macro trends, the company shows no signs of slowing down.
Investment Strategy
Growth Investing in a High-rate Regime
With growing expectations that the federal funds rate and Treasury yields will remain higher for longer, many investors are questioning the potential impact on equities and how we’re responding in our portfolios.
Investment Strategy
Brazil Primes for Growth
Brazil’s investment environment is among the most favorable we have seen in a long time. Political and macroeconomic changes have created a solid framework for growth opportunities in banking, ecommerce, transportation, electrification, and other areas.
Investment Strategy
Uncovering Long-term Opportunity in a Short-sighted Market
Changing market and geopolitical environments are part of the equation for long-term investors. As human beings we hope for peace, economic certainty, and public safety, but as active investors, we are prepared to manage through trying times.
Business Perspectives
Episode 3: Formula One
When Liberty Media bought the commercial rights to Formula One in 2017, it set a plan into motion: to transform this auto racing sport into a truly global phenomenon, backed by a strong brand and high-profile commercial partners.
Investment Strategy
Healthcare Technology Trends
As early-stage venture investors, we seek to find and invest in emerging technologies well before they reach mainstream adoption.
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.
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 are able to 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.
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Category
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 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 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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Podcasts
Business Perspectives
Episode 5: Visa
Join Sands Capital Portfolio Managers Sunil Thakor and Michael Raab as they unpack the company’s history, technology, and the formidable network that cements its position as an industry leader. From IPO to the present, we dissect the anatomy of Visa’s enduring success.
Business Perspectives
Episode 4: Reliance Industries
Reliance Industries’ portfolio of products and services touches almost every person in India on a daily basis—and fueled by favorable micro and macro trends, the company shows no signs of slowing down.
Business Perspectives
Episode 3: Formula One
When Liberty Media bought the commercial rights to Formula One in 2017, it set a plan into motion: to transform this auto racing sport into a truly global phenomenon, backed by a strong brand and high-profile commercial partners.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.
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