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.
Impact
Using Science to Support a Sustainable Future
Entegris is working to deliver innovations to semiconductor fabrication that will foster greater productivity and economic growth while enhancing sustainability.
Investment Strategy
Emerging Technology Trends for 2023
Learn how we extrapolated from 2022’s technology trends to identify where we believe the next wave of potentially market-changing startups will develop.
Business Perspectives
Building Cybersecurity That’s Usable
Rahul Powar and the team at Red Sift are on a mission to make cybersecurity easier for enterprises of all sizes.
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.
Investment Culture
Fostering Long-term Thinking
Executive Managing Director and Senior Portfolio Manager Brian Christiansen discusses the importance of candor, collaboration, and entrepreneurialism in creating a culture that promotes long-term thinking.
Impact
Providing Brazilian Investors with Access to Financial Opportunities
XP offers extensive education and fee-free products to make it easier for retail customers to invest and manage their finances.
Investment Strategy
Insights Gleaned from Past Bear Markets
Sands Capital portfolio managers reflect on five powerful lessons they have learned while investing through past bear markets.
Impact
On Guard Against Cyberthreats
Cloudflare makes its web security and reliability services free to organizations that serve vital public interests.
Impact
A Better Way to Identify Prostate Cancer Risk
Bio-Techne has developed a more predictive test that complements traditional detection methods to identify high-risk patients.
Investment Strategy
Investing Through a Difficult Year
After a difficult year for markets in 2022, Sands Capital’s portfolio managers are confident that investors will be able to benefit from long-term trends like artificial intelligence, cloud computing, and gene sequencing.
Business Perspectives
Making Business Insights as Easy as a Google Search
Tellius’ founder Ajay Khanna discusses his journey to creating a business that can deliver automated, easy-to-use insights to drive timely business decisions. In 2021, we led its Series A round, believing the company was changing the way businesses consume insights and analytics with its intelligence platform.
Impact
Committed to Responsible Gaming
Entain is increasing access to technology and helping to safeguard against the risks that betting and gaming present for some participants.
Impact
Building a Responsible Supply Chain
For humanitarian purposes, and because of its code of societal ethics, Taiwan Semiconductor is fully committed to the responsible sourcing of minerals and working to obtain its raw materials from conflict-free regions.
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
As Physical and Virtual Worlds Converge, Digital Markets Emerge
Forward-thinking investors may find investment opportunities in the expanding realm of digital life.
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Category
Business Perspectives
Building Cybersecurity That’s Usable
Rahul Powar and the team at Red Sift are on a mission to make cybersecurity easier for enterprises of all sizes.
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.
Business Perspectives
Making Business Insights as Easy as a Google Search
Tellius’ founder Ajay Khanna discusses his journey to creating a business that can deliver automated, easy-to-use insights to drive timely business decisions. In 2021, we led its Series A round, believing the company was changing the way businesses consume insights and analytics with its intelligence platform.
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.
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Podcasts
Business Perspectives
Episode 7: Keyence
Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
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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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.
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