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
As AI/ML Models Become More Prevalent, So Too Must Risk Management
As advancements in artificial intelligence and machine learning allow for richer analysis and insights from data, companies are investing more into the people, processes, and products that make up the AI/ML ecosystem.
Investment Strategy
Tech Disruptors Open Doors to Wealth Creation Potential
Emerson Bluhm and Tom Trentman, co-portfolio managers of the Technology Innovators strategy, share their views on risks and opportunities for global technology investors.
Investment Strategy
Breaking the Line: Deriving Insights from Outsourcing Pioneers
By observing patterns, we can better envision how the need for flexibility, faster development timelines, and greater efficiency drive outsourcing demand.
Load more

Category

Investment Strategy
As AI/ML Models Become More Prevalent, So Too Must Risk Management
As advancements in artificial intelligence and machine learning allow for richer analysis and insights from data, companies are investing more into the people, processes, and products that make up the AI/ML ecosystem.
Investment Strategy
Tech Disruptors Open Doors to Wealth Creation Potential
Emerson Bluhm and Tom Trentman, co-portfolio managers of the Technology Innovators strategy, share their views on risks and opportunities for global technology investors.
Investment Strategy
Breaking the Line: Deriving Insights from Outsourcing Pioneers
By observing patterns, we can better envision how the need for flexibility, faster development timelines, and greater efficiency drive outsourcing demand.
Business Perspectives
Facebook and Evaluating Impact to Society
Brian Christiansen, Director of Stewardship, discusses our take on Meta and the framework we use evaluate companies from a stewardship perspective.
Investment Strategy
As Physical and Virtual Worlds Converge, Digital Markets Emerge
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
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.
Impact
On Guard Against Cyberthreats
Cloudflare makes its web security and reliability services free to organizations that serve vital public interests.
Investment Strategy
What Is Risk?
Volatility is not synonymous with risk. Distinguishing between the two is central to our efforts to add value over the long term.
Load more

Podcasts

Podcast
Episode 4: Aptiv
Aptiv supplies computer technology to half of the world’s electrified vehicles. We expect it’ll lead the market in active safety solutions next year. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded vehicle manufacturers' race.
Podcast
Episode 3: MercadoLibre
President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss MercadoLibre, the Argentine company that is now the largest online ecommerce company by gross transaction volume.
Podcast
Episode 2: Sea
In this podcast, Neil Kansari discusses Sea, and outlines the economic, demographic, and market conditions in Southeast Asia for ecommerce and digital finance adoption.
Load More
Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

Something has gone wrong, check that all fields have been filled in correctly. If you have adblock, disable it.

The form was sent successfully