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.

Investment Strategy
China Offers Still Compelling, Yet Complex, Investment Opportunities
China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
Investment Strategy
Contenders vs. Pretenders: Seeking the True Leaders Amid a Lengthy Market Run
Global equities and valuations are at all-time highs, but threats loom. Dave Levanson, co-portfolio manager of Sands Capital's Global Growth strategy discusses how we’re investing in this environment, and why he thinks selectivity matters now as much as ever.
Business Perspectives
The Tech that Powers a DoorDash Delivery
While ordering take out, a ride share, or some late-night snacks may seem like nothing more than the push of a button, it takes a web of innovative technology companies to make today’s ecommerce possible.
Investment Strategy
Life Sciences Revolution Enables Better Disease Diagnosis and Treatment
Technological advancements and biological breakthroughs have helped scientists better understand the causes of disease.
Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Investment Strategy
Making Sense of China’s Regulatory Crackdowns
Recent actions against private after-school tutoring providers and ride-hailing firms have some investors questioning whether Chinese companies are investable. A more complicated picture emerges in the examination of the nuances.
Investment Strategy
China's Regulatory Environment and Its Implications for Growth Investors
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Impact
Dexcom’s Glucose Monitoring Device Makes Life with Diabetes Easier
Diabetes remains a chronic health issue, and the number of people who suffer from it continues to rise. The Dexcom G6 continuous glucose monitoring system enables them to wear a sensor that wirelessly transmits real-time glucose levels to their devices.
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Category

Investment Strategy
China Offers Still Compelling, Yet Complex, Investment Opportunities
China’s rising middle class and sustained innovation could drive growth in select businesses that are unaffected by new regulations.
Investment Strategy
Contenders vs. Pretenders: Seeking the True Leaders Amid a Lengthy Market Run
Global equities and valuations are at all-time highs, but threats loom. Dave Levanson, co-portfolio manager of Sands Capital's Global Growth strategy discusses how we’re investing in this environment, and why he thinks selectivity matters now as much as ever.
Business Perspectives
The Tech that Powers a DoorDash Delivery
While ordering take out, a ride share, or some late-night snacks may seem like nothing more than the push of a button, it takes a web of innovative technology companies to make today’s ecommerce possible.
Investment Strategy
Life Sciences Revolution Enables Better Disease Diagnosis and Treatment
Technological advancements and biological breakthroughs have helped scientists better understand the causes of disease.
Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Investment Strategy
Making Sense of China’s Regulatory Crackdowns
Recent actions against private after-school tutoring providers and ride-hailing firms have some investors questioning whether Chinese companies are investable. A more complicated picture emerges in the examination of the nuances.
Investment Strategy
China's Regulatory Environment and Its Implications for Growth Investors
Sr. Portfolio Managers Ashraf Haque and Brian Christiansen along with Research Analyst Judy Jiao discuss the Chinese regulatory environment and the potential impact these shifts could have on businesses and the economy.
Impact
Dexcom’s Glucose Monitoring Device Makes Life with Diabetes Easier
Diabetes remains a chronic health issue, and the number of people who suffer from it continues to rise. The Dexcom G6 continuous glucose monitoring system enables them to wear a sensor that wirelessly transmits real-time glucose levels to their devices.
Load more