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
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, sell ever more value-adding goods and services, and expand its leadership in attractive business spaces through innovation and disruption.
Impact
Making Education Less Stressful and Financially Burdensome
Chegg is committed to helping students reap greater benefits from their pursuit of an education.
Investment Strategy
A Faster-Moving Venture Capital Landscape
Companies often become well established before they go public, and the competition among investors for deals has greatly intensified.
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Category

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, sell ever more value-adding goods and services, and expand its leadership in attractive business spaces through innovation and disruption.
Impact
Making Education Less Stressful and Financially Burdensome
Chegg is committed to helping students reap greater benefits from their pursuit of an education.
Investment Strategy
A Faster-Moving Venture Capital Landscape
Companies often become well established before they go public, and the competition among investors for deals has greatly intensified.
Investment Strategy
Machine Learning Can Strengthen Defense Against Cyber Threats
By automating and augmenting security efforts, machine learning can help mitigate breaches and strengthen system defenses.
Impact
Charter Communications Is Bringing Broadband Access to Rural Communities
The pandemic has underscored the extent of the digital divide in the United States, where only 65 percent of the rural population have fixed, high-speed internet access, according to the Federal Communications Commission (FCC).
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.
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Podcasts

Podcast
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.
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.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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