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
Offering a Better Way to Detect Irregular Heartbeats
iRhythm’s Zio patch offers a more accurate solution to detect cardiac arrythmias.
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.
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Category

Impact
Offering a Better Way to Detect Irregular Heartbeats
iRhythm’s Zio patch offers a more accurate solution to detect cardiac arrythmias.
Impact
Supporting a Healthier Planet with Innovative Animal Healthcare
Zoetis strives to deliver innovative ways to care for animals and combat disease.
Impact
A Commitment to More Sustainable Clothing
Zalando is striving to reduce waste and make clothing a resource that can be reused.
Impact
A Key Role in Helping Chinese Scientists Develop COVID-19 Vaccines
Tigermed, a clinical contract research organization, helped oversee a global effort to test China’s COVID-19 vaccines.
Impact
Making Real Estate Information Accessible and Transparent for All Parties
CoStar Group is a leading provider of commercial real estate information and analytics.
Impact
Enabling a Platform to Speed COVID-19 Vaccine Development
IQVIA’s analytics and data science technology help scientists work faster and more collaboratively.
Impact
Apollo Aims to Provide Access to High-Quality Healthcare Across India
Apollo has greatly expanded its reach to deliver care to previously underserved patients through its network of hospitals, pharmacies, and neighborhood clinics.
Impact
Making Education Less Stressful and Financially Burdensome
Chegg is committed to helping students reap greater benefits from their pursuit of an education.
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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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