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.

Category

Investment Strategy
Seeking Digital Disruptors in International Markets
Ashraf Haque and Sunil Thakor, co-portfolio managers of Sands Capital’s International Growth strategy, dive into the opportunity set that can be found overseas.
Investment Strategy
Here’s Why Select Growth Businesses Can Continue to Add Value
Wes Johnston, co-portfolio manager, Select Growth strategy at Sands Capital shares his take on the value rally in this question and answer session.
Investment Strategy
Finding Secular Growth in a Cyclical Market
Companies that are poised to capitalize on transformative secular trends have outsized potential to sustainably generate above-average earnings and revenue.
Investment Strategy
Ecommerce: A Play in Multiple Acts
Ecommerce leaders are moving into adjacent businesses that we think give them potential for second and third “acts” that lengthen and expand their runways for growth.
Investment Strategy
Perspectives on Growth Opportunities in Emerging Markets
Ashraf Haque discusses how the rapid and pervasive diffusion of technological innovation has changed the investment landscape in emerging markets.
Investment Strategy
What Is Risk?
Volatility is not synonymous with risk. Distinguishing between the two is central to our efforts to add value over the long term.
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.
Investment Strategy
Staying Active
Active management is vital to creating alpha amid expectations for lower absolute returns.
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