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
Looking to Create More Value for Customers with Less Environmental Impact
Sustainability is a key component of the long-term growth strategy for the chemicals company Sika as it provides solutions to the construction, manufacturing, and transportation industries.
Investment Strategy
Uncovering Long-term Opportunity in a Short-sighted Market
As the worst sell-off in our 30-year history ensues, we are reflecting on our investment cases and the expected returns of our businesses, which we believe are more attractive than they have been in years.
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.
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Category

Impact
Looking to Create More Value for Customers with Less Environmental Impact
Sustainability is a key component of the long-term growth strategy for the chemicals company Sika as it provides solutions to the construction, manufacturing, and transportation industries.
Impact
Latin America’s Biggest Online Marketplace Creates Opportunities for Millions
MercadoLibre’s ecommerce platform is enabling small and midsized business owners, including women entrepreneurs, to thrive.
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.
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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.
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.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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