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
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.
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.
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Category

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.
Impact
Supporting a Healthier Planet with Innovative Animal Healthcare
Zoetis strives to deliver innovative ways to care for animals and combat disease.
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 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.
Business Perspectives
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.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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