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
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
Eight Cybersecurity Trends to Watch in 2024
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.
Investment Strategy
Beyond Distortion and Doubt
Change can create uncertainty in financial markets, but it also has the potential to unlock opportunities for many of the businesses we own. Tune in to hear Sr. Portfolio Manager Dave Levanson, CFA discuss the on-going journey of these businesses, why we continued to own them through tough times, and what we can expect from them going forward.
Business Perspectives
Episode 7: Globant
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
Investment Strategy
EM Isn't Broken
Senior Portfolio Manager Brian Christiansen discusses what should we expect going forward from emerging markets and why active management matters.
Business Perspectives
Episode 6: Axon Enterprises
Its mission is simple: protect life, preserve truth, and accelerate justice. As ⁠Axon Enterprises⁠ innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
Business Perspectives
Making the World’s Video Content Global
Papercup’s proprietary AI dubbing solutions provide high-quality, inexpensive voiceover and video localization.
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.
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Category

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.
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.
Impact
Committed to Improving Living Standards for People Across India
Reliance is helping to deliver lower-cost and higher-quality products—everything from mobile devices to food—to consumers across India while also using more renewable energy sources to do so.
Impact
Expanding Opportunities for Entrepreneurship
Shopify is providing resources to help people from diverse and underserved communities thrive as business owners.
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.
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Podcasts

Business Perspectives
Episode 7: Globant
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
Business Perspectives
Episode 6: Axon Enterprises
Its mission is simple: protect life, preserve truth, and accelerate justice. As ⁠Axon Enterprises⁠ innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
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.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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