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
Gen AI: Hype or Megatrend?
About a year and half after generative artificial intelligence, or gen AI, first captured the public’s imagination with the launch of Chat GPT, we are witnessing a similar diffusion of innovation. This time it’s driving an explosive demand for computing power and systems, enabling new uses cases that will allow businesses, schools, consumers, and society in general, put gen AI to work to tackle tasks both complex and mundane.
Investment Strategy
The Essence of Quality
To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, to sell ever more value-adding goods and services, and to expand its leadership in attractive business spaces through innovation and disruption.
Business Perspectives
Episode 11: Titan
In this episode of What Matters Most, we delve into the world of Titan, India’s leading jewelry and watch retailer, with Sr. Research Analyst Massimo Marolo. Explore the cultural significance of gold in India, the dynamics of the fragmented jewelry market, and Titan’s unique advantages as a trusted, vertically integrated brand. The conversation highlights Titan’s potential to further consolidate the industry and increase its market share as well as its commitment to sustainability and ethical sourcing in its gold supply chain. Tune in to discover how Titan is shaping the future of jewelry retail in India.
Investment Strategy
Thirty Years of Growth Investing: Assessing the Past and Looking Forward
Equity markets have witnessed significant gains and shifts, including rising market concentration. Learn how this evolving landscape fosters an environment conducive to Select Growth's high conviction and long-term approach.
Investment Strategy
Examining the Governance Risks of AI
The broad adoption of generative artificial intelligence could be one of the greatest changes of our lifetime. The risks and unintended consequences that could accompany that widespread use as become a key focus of our stewardship efforts when engaging with our portfolio businesses.
Investment Strategy
What’s Next for Gen AI
We are in the early stages of the most significant paradigm shift of our lifetime. Listen to Sands Capital Sr. Portfolio Manager Thomas Trentman, CFA, discuss the opportunities generative AI has created and where it could take us in decades to come.
Business Perspectives
Episode 10: Flutter
Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience in this podcast episode. From the intricacies of in-game betting to the challenges of responsible gambling, this episode offers a compelling glimpse into the high-stakes world of online betting.
Investment Culture
Inspiring Visionary Research
At Sands Capital we encourage our investment team to think in decades not quarters. Tune in as Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
Investment Strategy
An Earnings-powered Recovery
Markets may not fully appreciate what we see as the significant improvements many of our portfolio businesses have made to their underlying fundamentals.
Business Perspectives
Episode 9: Kaspi
In this episode of What Matters Most, uncover the distinct challenges and prospects of operating and investing in Kazakhstan, a geopolitically intriguing emerging market, and learn how Kaspi is revolutionizing the financial sector, boosting consumer interaction as it cleverly layers its platform, and hoping to accelerate the future of digital finance.
Investment Strategy
Delivering Value to the Modern Consumer
Consumer spending is a huge part of the global economy, and we’ve found that businesses that can harness the power of the internet to put their products in front of millions of customers at once have an edge. Research Analyst Katherine Okon explains why she favors those companies that combine digital and physical operations.
Investment Strategy
EM Still Works
Selective active managers should still be able to find value in emerging markets by looking beyond the MSCI Emerging Markets Index. Discover why headwinds that have pressured the asset class are likely to abate.
Business Perspectives
Episode 8: Cadence
In this episode of What Matters Most, Sr. Research Analyst Daniel Pilling takes us on a deep dive into the world of Cadence, the leading software provider in the semiconductor industry. From the evolution of semiconductor design to the potential of generative artificial intelligence (AI), we explore the intricate processes and challenges in chip design.
Investment Strategy
Following the Fundamentals Through Volatile Times
As we continue to emerge from one of the most difficult periods in our history, we are encouraged by the results of our investment strategies. In 2023, we delivered by sticking with our time-tested investment strategy, following our process, doing our research, and executing.
Investment Strategy
Investment Opportunities in Cybersecurity
For 2024, we have identified eight cyber security trends that most excite us. Read how Sands Capital Ventures Partner Mark McGovern and Principal Chris Eng drew on learnings from key developments across the sector to create their vision for the year ahead.
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Category
Investment Culture
Inspiring Visionary Research
At Sands Capital we encourage our investment team to think in decades not quarters. Tune in as Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
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.
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Podcasts
Business Perspectives
Episode 11: Titan
In this episode of What Matters Most, we delve into the world of Titan, India’s leading jewelry and watch retailer, with Sr. Research Analyst Massimo Marolo. Explore the cultural significance of gold in India, the dynamics of the fragmented jewelry market, and Titan’s unique advantages as a trusted, vertically integrated brand. The conversation highlights Titan’s potential to further consolidate the industry and increase its market share as well as its commitment to sustainability and ethical sourcing in its gold supply chain. Tune in to discover how Titan is shaping the future of jewelry retail in India.
Business Perspectives
Episode 10: Flutter
Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience in this podcast episode. From the intricacies of in-game betting to the challenges of responsible gambling, this episode offers a compelling glimpse into the high-stakes world of online betting.
Business Perspectives
Episode 9: Kaspi
In this episode of What Matters Most, uncover the distinct challenges and prospects of operating and investing in Kazakhstan, a geopolitically intriguing emerging market, and learn how Kaspi is revolutionizing the financial sector, boosting consumer interaction as it cleverly layers its platform, and hoping to accelerate the future of digital finance.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.
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