Our Culture
What you believe and what you value as an organization matters. Discover the DNA of our firm.
What Matters Most is Sands Capital’s podcast series in which we explore some of the trends and businesses that are propelling global innovation and changing the way we live and work today and into the future.
Hosted by Kevin Murphy, senior client relations director, this series provides listeners with insights into our analyst culture and a broad range of growth equity companies in which Sands Capital invests. Analysts answer tough questions about businesses we own and offer insights into our investment process.
What Matters Most is Sands Capital’s podcast series in which we explore some of the trends and businesses that are propelling global innovation and changing the way we live and work today and into the future.
Hosted by Kevin Murphy, Senior Client Relations Director, this series provides listeners with insights into our analyst culture and a broad range of growth equity companies in which Sands Capital invests. Analysts answer tough questions about businesses we own and offer insights into our investment process.
With Sr. Research Analyst and Portfolio Manager Emerson Bluhm
In this episode of What Matters Most, we explore Samsara’s innovative approach to data collection and visualization with analyst and portfolio manager Emerson Bluhm. Discover how Samsara’s combination of hardware and software solutions are reshaping what’s possible in physical operations, from optimizing routes and fuel costs to tracking vehicles and equipment in realtime. Learn about the company’s rapid growth, market potential, and competitive advantages — as well as what international expansion could mean for the business.
With Sr. Research Analyst Massimo Marolo
In this episode of What Matters Most, we delve into the world of Titan, India’s leading jewelry and watch retailer, with Sr. Research Analyst Massimo Marolo. Explore the cultural significance of gold in India, the dynamics of the fragmented jewelry market, and Titan’s advantages as a trusted, vertically integrated brand. The conversation highlights Titan’s potential to further consolidate the industry and increase its market share as well as its commitment to sustainability and ethical sourcing in its gold supply chain. Tune in to discover how Titan is shaping the future of jewelry retail in India.
With Research Analyst Katherine Bates
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. We explore the challenges and potential opportunities in this rapidly evolving industry, including the impact of technology, regulatory changes, and the importance of responsible gambling. Tune in for an enlightening discussion on the future of online betting and how Flutter is making waves in this exciting industry.
Kevin G. Murphy, CFA is a Sr. Director of Client Relations. Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.
Kevin joined Sands Capital in 2002 as a Director and Portfolio Manager focusing on wealth management clients, and was promoted to Sr. Director of Client Relations in 2015. Prior to joining Sands Capital, Kevin worked as a Sr. Manager of Business Strategy and Business Analysis for Marriott International, as a Marketing Associate for Advisory Board Company, and as a Sr. Budget Analyst on two presidential campaigns.
Kevin earned a BA from Colorado College and an MBA from the McDonough School of Business at Georgetown University.
Disclosures:
The featured podcast portfolio companies represent a subset of Sands Capital holdings that illustrate the types of businesses in which we typically invest. The series uses rotation whereby companies are selected to highlight different sectors and geographies.
The views and opinions expressed herein are those of individuals and may differ from the views and opinions expressed by Sands Capital. The views expressed were current as of the date indicated and are subject to change. This material may contain forward-looking statements, which are subject to uncertainty and contingencies outside of Sands Capital’s control. Readers should not place undue reliance upon these forward-looking statements. There is no guarantee that Sands Capital will meet its stated goals. Past performance is not indicative of future results. A company’s fundamentals or earnings growth is no guarantee that its share price will increase. Forward earnings projections are not predictors of stock price or investment performance, and do not represent past performance. References to companies provided for illustrative purposes only. The portfolio companies identified do not represent all of the securities purchased or recommended for advisory clients. There is no assurance that any securities discussed will remain in the portfolio or that securities sold have not been repurchased. You should not assume that any investment is or will be profitable. GIPS® Reports found here.
Something has gone wrong, check that all fields have been filled in correctly. If you have adblock, disable it.
Notice for non-US Investors
