Global Growth (GG)

"The core of our investment approach is applying our fundamental research process to identify great businesses and build conviction that these businesses will meet our six criteria for many years to the future."

David E. Levanson, CFA

Co-Portfolio Manager, Global Growth Strategy
Global Growth
GG Gross (%) GG Net (%) MSCI ACWI (%)

Inception date is December 31, 2008 and periods over one year reflect annualized results. Sands Capital claims compliance with the Global Investment Performance Standards (GIPS®). The performance shown is that of the Sands Capital Global Growth Equity Composite (GGEC). Additional disclosures regarding the composite and a complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS® standards are available by clicking “GGEC Performance Disclosure and Composite Description.” The performance shown is compared to the MSCI All Country World Index (MSCI ACWI) – a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Broad-based securities indexes are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in a broad-based securities index. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance is not indicative of future results.

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As of 12/31/16
GG Gross (%) GG Net (%) MSCI ACWI (%)

Inception date is December 31, 2008. Sands Capital claims compliance with the Global Investment Performance Standards (GIPS®). The performance shown is that of the Sands Capital Global Growth Equity Composite (GGEC). Additional disclosures regarding the composite and a complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS® standards are available by clicking “GGEC Performance Disclosure and Composite Description.” The performance shown is compared to the MSCI All Country World Index (MSCI ACWI) – a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Broad-based securities indexes are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in a broad-based securities index. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance is not indicative of future results.

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As of 12/31/16
Business SpaceHeld Since
AlibabaInternet Retail2014
AlphabetInternet Search and Media2008
AmazonInternet Retail and Infrastructure-as-a-Service2015
ASML HoldingSemicap Equipment2010
Charles SchwabDiscount Broker2013
CP AllFood Retail2012
FacebookOnline Media2012
Housing Development FinanceMortgage Financing and Financial Services2014
PricelineOnline Travel Reservation Service2013
VisaPayment Processing2008

These holdings are based on the Global Growth Equity Composite (GGEC). They are the ten largest holdings by portfolio weight, listed in alphabetical order. Holdings may change at any time and should not be considered a recommendation to purchase or sell any particular security. You should not assume that any of the holdings were or will be profitable. This is supplemental information; please refer to GGEC performance disclosure for additional information. The representative holdings, dated December 31, 2016, account for 40.1% of the representative portfolio's investments.

As of 12/31/16
GG (%)MSCI ACWI (%)
U.S./Canada56.456.5
Emerging Asia22.97.4
W. Europe10.321.0
Developed Asia3.611.7
Middle East & Africa2.61.2
Latin America-1.4
E. Europe (includes Russia)-0.8
[Cash]4.2-

The information shown is that of the Sands Capital Global Growth Equity Composite (GGEC) and the MSCI All Country World Index (MSCI ACWI). Additional disclosures regarding the composite and a complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS® standards are available by clicking “GGEC Performance Disclosure and Composite Description.”

As of 12/31/16 (%)

Global Growth Portfolio Management Team

The Global Growth Portfolio Management (PM) Team works diligently to implement our investment philosophy, constructing a portfolio of what we believe are 30 to 50 leading growth businesses. The PM team sources ideas from and is supported by our globally integrated research team.

David E. Levanson, CFA

Sr. Portfolio Manager
Research Analyst
Executive Managing Director
Re-Joined Sands Capital in 2002

Sands Capital (2002-2006)
Arlington, VA • Research Analyst, Portfolio Manager

MFS Investment Management (1999-2002)
Boston, MA • Research Analyst

State Street Research & Management (1996-1999)
Boston, MA • Research Analyst, Vice President

Sands Capital (1992-1994)
Arlington, VA • Research Analyst

The Capital Management Group Folger Nolan Fleming Douglas (1990-1992)
Washington, DC • Research Analyst

University of Virginia

MBA, Darden School (1996)

University of Florida

BSBA, Finance (1990)

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Sunil H. Thakor, CFA

Sr. Portfolio Manager
Research Analyst
Executive Managing Director
Joined Sands Capital in 2004

Sands Capital (2007-2008)
Arlington, VA • Research Analyst, Portfolio Manager

Sands Capital (2005-2007)
Arlington, VA • Research Analyst

Sands Capital (2004)
Arlington, VA • Research Intern

Charles River Associates, Inc. (1999-2004)
Los Angeles, CA, & Boston, MA • Associate & Analyst

Columbia University

MBA, Columbia Business School (2006)

Colby College

BA, Economics and Mathematics (1999)

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T. Perry Williams, CFA

President
Director of Research
Joined Sands Capital in 2004

Sands Capital (2010-2015)
Arlington, VA • Sr. Portfolio Manager, Research Analyst

Sands Capital (2006-2009)
Arlington, VA • Research Analyst, Portfolio Manager

Sands Capital (2004-2006)
Arlington, VA • Director, Client Relations & Business Development

Mercer Investment Consulting. (1995-2004)
Atlanta, GA • Consultant, Principal

Northwestern University

MM, Kellogg Graduate School of Management (1999)

University of Virginia

BS, McIntire School of Commerce (1994)

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For Mutual Fund Investors

The Sands Capital Global Growth Fund

For UCITS Investors

The Sands Capital Global Growth Fund plc (UCITS)

DISCLAIMER FOR UCITS FUND INVESTORS

This information is intended for investors in the Sands Capital Funds plc ONLY. The contents of this website have been prepared solely for informational purposes. The information contained in this website does not constitute an offer or solicitation and may not be treated as an offer or solicitation:

 

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If you are a U.S. citizen or resident, go back to www.sandscapital.com. If you are a non-U.S. citizen and non-U.S. resident, please continue reading the information below.

 

Sands Capital Funds, plc is a Dublin, Ireland-domiciled open-ended umbrella company consisting of the following fund:

 

• Sands Capital US Select Growth UCITS Fund

• Sands Capital Global Growth UCITS Fund

• Sands Capital Emerging Markets Growth UCITS Fund

 

Certain share classes of the offshore fund described in the following pages are registered for sale only in Finland, Norway, Singapore, South Africa, Sweden, and Switzerland. The offering of shares is not a public offer in Norway, and these materials are for the recipient only and may not in any way be forwarded to any other person or to the public in Norway. It is your responsibility to be aware of the applicable laws and regulations of your country. Further information is available in the Prospectus, relevant country supplement or other constitutional document for the fund.

 

The following pages do not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. Applications to invest in the fund referred to on this site must only be made on the basis of the documents relating to the specific investment (e.g., Prospectus or other applicable terms and conditions).

 

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Past performance is no guarantee of future performance.

 

The value of investments and the income from them may go down as well as up, and are not guaranteed.

 

You may not get back the amount you invested.

 

Rates of exchange may cause the value of the investments to go up or down.

 

Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. For your protection, telephone calls are usually recorded and may be used in the event of any complaint or dispute between us.

 

The views expressed herein do not necessarily reflect the views of the Sands Capital Management as a whole or any part thereof, and are not intended nor should they constitute investment or any other advice. ©2016 Sands Capital Management LLC. All Rights Reserved.

 

©2016 Sands Capital Management LLC. All Rights Reserved.

I confirm that I have read and agree to the information above.

Mutual Fund

The Sands Capital Global Growth Fund

Sands Capital’s Global Growth investment strategy is available to mutual fund investors via two share classes:

Institutional Share Class (SCMGX)

Prospectus

Annual Report

Semi-Annual Report

Fund Factsheet

New Account Application

IRA Account Application

IRA Asset Transfer

Statement of Additional Information (SAI)

Fund XBRL - Risk/Return Summary

Investor Share Class (SCGVX)

Prospectus

Annual Report

Semi-Annual Report

Fund Factsheet

New Account Application

IRA Account Application

IRA Asset Transfer

Statement of Additional Information (SAI)

Fund XBRL - Risk/Return Summary

To obtain additional information potential investors should contact SEI Investments Distribution Co. (SIDCO), which serves as the funds Distributor:

Contact Information for SIDCO:

Telephone:  1-888-826-5646 
Mail:         Sands Capital Global Growth Fund

P.O. Box 219009

Kansas City, Missouri 64121-9009

 

E-mail: sandscapfunds@seic.com

 

Sands Capital Global Growth Fund is distributed by SEI Investments Distribution Co. 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Sands Capital or any other affiliate. Check the background of SEI Investments Distribution Co. on FINRA’s BrokerCheck.

 

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 1-888-826-5646. Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Portfolio will achieve its stated objectives. International investing may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.