What We Think

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.


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
What’s Next for Gen AI
We are in the early stages of the most significant paradigm shift of our lifetime. Listen to Sands Capital Sr. Portfolio Manager Thomas Trentman, CFA, discuss the opportunities generative AI has created and where it could take us in decades to come.
Business Perspectives
Episode 10: Flutter
Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience in this podcast episode. From the intricacies of in-game betting to the challenges of responsible gambling, this episode offers a compelling glimpse into the high-stakes world of online betting.
Investment Culture
Inspiring Visionary Research
At Sands Capital we encourage our investment team to think in decades not quarters. Tune in as Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
Investment Strategy
An Earnings-powered Recovery 
Markets may not fully appreciate what we see as the significant improvements many of our portfolio businesses have made to their underlying fundamentals.
Business Perspectives
Episode 9: Kaspi
In this episode of What Matters Most, uncover the distinct challenges and prospects of operating and investing in Kazakhstan, a geopolitically intriguing emerging market, and learn how Kaspi is revolutionizing the financial sector, boosting consumer interaction as it cleverly layers its platform, and hoping to accelerate the future of digital finance.
Investment Strategy
Delivering Value to the Modern Consumer
Consumer spending is a huge part of the global economy, and we’ve found that businesses that can harness the power of the internet to put their products in front of millions of customers at once have an edge. Research Analyst Katherine Okon explains why she favors those companies that combine digital and physical operations.
Investment Strategy
EM Still Works
Selective active managers should still be able to find value in emerging markets by looking beyond the MSCI Emerging Markets Index. Discover why headwinds that have pressured the asset class are likely to abate.
Business Perspectives
Episode 8: Cadence
In this episode of What Matters Most, Sr. Research Analyst Daniel Pilling takes us on a deep dive into the world of Cadence, the leading software provider in the semiconductor industry. From the evolution of semiconductor design to the potential of generative artificial intelligence (AI), we explore the intricate processes and challenges in chip design.
Investment Strategy
Following the Fundamentals Through Volatile Times
As we continue to emerge from one of the most difficult periods in our history, we are encouraged by the results of our investment strategies. In 2023, we delivered by sticking with our time-tested investment strategy, following our process, doing our research, and executing.
Investment Strategy
Investment Opportunities in Cybersecurity 
For 2024, we have identified eight cyber security trends that most excite us. Read how Sands Capital Ventures Partner Mark McGovern and Principal Chris Eng drew on learnings from key developments across the sector to create their vision for the year ahead.
Investment Strategy
Beyond Distortion and Doubt
Change can create uncertainty in financial markets, but it also has the potential to unlock opportunities for many of the businesses we own. Tune in to hear Sr. Portfolio Manager Dave Levanson, CFA discuss the on-going journey of these businesses, why we continued to own them through tough times, and what we can expect from them going forward.
Business Perspectives
Episode 7: Globant
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
Investment Strategy
EM Isn't Broken
Senior Portfolio Manager Brian Christiansen discusses what should we expect going forward from emerging markets and why active management matters.
Business Perspectives
Episode 6: Axon Enterprises
Its mission is simple: protect life, preserve truth, and accelerate justice. As ⁠Axon Enterprises⁠ innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
Business Perspectives
Making the World’s Video Content Global
Papercup’s proprietary AI dubbing solutions provide high-quality, inexpensive voiceover and video localization.
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Category

Business Perspectives
Making the World’s Video Content Global
Papercup’s proprietary AI dubbing solutions provide high-quality, inexpensive voiceover and video localization.
Business Perspectives
Innovative Game Play That Is Proven, Better, and New
Boom Entertainment and its CEO, Stephen Murphy, are making sports gaming accessible—and fun—to a broader market of consumers.
Business Perspectives
Connecting Brands with Digital Content Creators
Bryan Gold and #paid are enabling companies and creators to form mutually beneficial partnerships.
Business Perspectives
Bringing Governance to AI
Navrina Singh and Credo AI are helping organizations build AI responsibly, by providing an AI governance software platform to ensure technology is fair, compliant, safe, secure, auditable, and human centered.
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Podcasts

Business Perspectives
Episode 10: Flutter
Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience in this podcast episode. From the intricacies of in-game betting to the challenges of responsible gambling, this episode offers a compelling glimpse into the high-stakes world of online betting.
Business Perspectives
Episode 9: Kaspi
In this episode of What Matters Most, uncover the distinct challenges and prospects of operating and investing in Kazakhstan, a geopolitically intriguing emerging market, and learn how Kaspi is revolutionizing the financial sector, boosting consumer interaction as it cleverly layers its platform, and hoping to accelerate the future of digital finance.
Business Perspectives
Episode 8: Cadence
In this episode of What Matters Most, Sr. Research Analyst Daniel Pilling takes us on a deep dive into the world of Cadence, the leading software provider in the semiconductor industry. From the evolution of semiconductor design to the potential of generative artificial intelligence (AI), we explore the intricate processes and challenges in chip design.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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