The combination of software and the move to cloud computing remains one of the largest secular growth trends we see, which is driving increased demand for scalable, cloud-based solutions across every sector of the economy.
In this episode of What Matters Most, we delve deep into the world of online sports betting, focusing on the global leader, Flutter. Research Analyst Katherine Bates joins us to discuss Flutter’s journey, its innovative strategies, and how it’s transforming the gambling landscape.
At Sands Capital we encourage our investment team to think in decades not quarters. Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
Nu Holdings’ Nubank focuses on driving financial inclusion among underbanked populations who lack sufficient access to mainstream financial services and products, including access to common banking services, such as credit cards or loans.
To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, to sell ever more value-adding goods and services, and to expand its leadership in attractive business spaces through innovation and disruption.
Equity markets have witnessed significant gains and shifts, including rising market concentration. Learn how this evolving landscape fosters an environment conducive to Select Growth's high conviction and long-term approach.
The broad adoption of generative artificial intelligence could be one of the greatest changes of our lifetime. The risks and unintended consequences that could accompany that widespread use as become a key focus of our stewardship efforts when engaging with our portfolio businesses.
We are in the early stages of the most significant paradigm shift of our lifetime. Listen to Sands Capital Sr. Portfolio Manager Thomas Trentman, CFA, discuss the opportunities generative AI has created and where it could take us in decades to come.
Markets may not fully appreciate what we see as the significant improvements many of our portfolio businesses have made to their underlying fundamentals.
Consumer spending is a huge part of the global economy, and we’ve found that businesses that can harness the power of the internet to put their products in front of millions of customers at once have an edge. Research Analyst Katherine Okon explains why she favors those companies that combine digital and physical operations.
Selective active managers should still be able to find value in emerging markets by looking beyond the MSCI Emerging Markets Index. Discover why headwinds that have pressured the asset class are likely to abate.
As we continue to emerge from one of the most difficult periods in our history, we are encouraged by the results of our investment strategies. In 2023, we delivered by sticking with our time-tested investment strategy, following our process, doing our research, and executing.
For 2024, we have identified eight cyber security trends that most excite us. Read how Sands Capital Ventures Partner Mark McGovern and Principal Chris Eng drew on learnings from key developments across the sector to create their vision for the year ahead.
Change can create uncertainty in financial markets, but it also has the potential to unlock opportunities for many of the businesses we own. Tune in to hear Sr. Portfolio Manager Dave Levanson, CFA discuss the on-going journey of these businesses, why we continued to own them through tough times, and what we can expect from them going forward.
