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.

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.
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
Latin America’s Biggest Online Marketplace Creates Opportunities for Millions
MercadoLibre’s ecommerce platform is enabling small and midsized business owners, including women entrepreneurs, to thrive.
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Category

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.
Investment Strategy
Banking on the Masses
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
Looking Past the Panic
During times of market volatility and selling, we remind our clients and one another that we need to always look forward—past these phases of market panic—to focus on the long term, where we believe value is dictated by fundamentals.
Investment Strategy
Life Sciences Revolution Unlocks Potential in Tools, Diagnostics, and Therapeutics
We believe this life sciences revolution has created exciting opportunities for select businesses to create value and generate wealth for long-term investors.
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
Select Growth Update
Wes Johnston, a co-portfolio manager on the Select Growth strategy, discusses how volatility in high growth has spilled over into the broader Russell 1000 Growth index, and where we see potential opportunities.
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
Emerging Markets Growth Update
Brian Christiansen, a co-portfolio manager on the Emerging Markets Growth strategy, shares what is working—and what isn’t—in emerging markets.
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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.
Business Perspectives
Episode 5: Bio-Techne
Sands Capital’s Daniel Cheng and Sunil Thakor detail how Bio-Techne's diversified exposure to one of the most dynamic secular growth trends sets it apart, and why it's a high-conviction business for Sands Capital.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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