Global Leaders (GL)

"Competitive advantage is perhaps the most critical element enabling a business to sustain leadership and growth. It is also rare. When it is found in an attractive business space, there is the potential for sustained wealth creation that compounds over many years. Our entire process is built around seeking these types of opportunities, and owning them for the long term."

Sunil H. Thakor, CFA

Portfolio Manager, Global Leaders Strategy
Global Leaders
GL Gross (%) GL Net (%) MSCI ACWI (%)

Inception date is March 31, 2017 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 Leaders Equity Composite (GLEC). GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation. 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. Information shown is not intended as a forecast or guarantee of future results and is subject to change. Investment results are presented gross and net of management fees and include the reinvestment of all income. Gross of fee results do not reflect the deduction of investment advisory fees, trading expenses and any other costs incurred in the management of an account.

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9/30/18
GL Gross (%) GL Net (%) MSCI ACWI (%)

Inception date is March 31, 2017 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 Leaders Equity Composite (GLEC). GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation. 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. Information shown is not intended as a forecast or guarantee of future results and is subject to change. Investment results are presented gross and net of management fees and include the reinvestment of all income. Gross of fee results do not reflect the deduction of investment advisory fees, trading expenses and any other costs incurred in the management of an account.

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Business SpaceHeld Since
AdobeIntegrated Software and Services2017
Alimentation Couche-TardConvenience Stores2017
HDFC BankCommercial Banks2017
KeyenceIndustrial Sensors and Controls2017
RecruitIntegrated Human Resources Services2017
SafranAerospace Engines and Aftermarket Parts2017
SalesforceSoftware-as-a-Service2017
TransDigmAerospace Component Designer and Manufacturer2017
VisaPayment Processing2017
ZoetisAnimal Health Pharmaceuticals2017

These holdings are based on the Global Leaders Equity Composite (GLEC). They are the ten largest holdings by portfolio weight, listed in alphabetical order. The representative holdings, dated June 30, 2018, account for 40.8% of the representative portfolio’s investments. 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. GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation.

As of 9/30/18
GL (%)MSCI ACWI (%)
U.S./Canada56.258.1
W. Europe16.919.4
Developed Asia11.411.2
Emerging Asia11.38.3
Latin America2.11.3
Middle East & Africa-1
E. Europe (includes Russia)-0.7
[Cash]2.1-

The information shown is that of the Sands Capital Global Leaders Equity Composite (GLEC) and the MSCI All Country World Index (MSCI ACWI). The index represented will differ in characteristics, holdings, and sector weightings from that of the composite. GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation.

As of 9/30/18 (%)

Global Leaders Portfolio Manager

The Global Leaders Portfolio is managed by Sunil H. Thakor, CFA. He works diligently to implement our investment philosophy, constructing a portfolio of what we believe are 30 to 50 leading growth businesses. Sunil is supported by our globally integrated research team.

Sunil H. Thakor, CFA

Sr. Portfolio Manager
Research Analyst
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-Mathematics (1999)

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