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.

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.
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.
Investment Strategy
Transforming the Enterprise
Despite the short-term pressure on stocks, we believe that the long-term wealth creation opportunity tied to select enterprise software businesses remains strong, buoyed by a massive and immutable move toward cloud computing.
Impact
Supporting the People of Ukraine and Social Causes Around the Globe
Airbnb offers direct aid and helps its guests spend in ways that help those in need.
Investment Strategy
Finding Opportunity Beyond Volatility
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
Investment Strategy
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
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Category

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.
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.
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.
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.
Investment Strategy
Transforming the Enterprise
Despite the short-term pressure on stocks, we believe that the long-term wealth creation opportunity tied to select enterprise software businesses remains strong, buoyed by a massive and immutable move toward cloud computing.
Investment Strategy
Finding Opportunity Beyond Volatility
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
Investment Strategy
Road to the Future
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
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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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