Private Growth
Quarterly Updates
Quarterly Strategy Reviews
In these webcast reviews, the featured portfolio managers discuss perspectives on the market environment, the portfolios' top contributors and detractors, and recent purchases and sales.
The 2Q Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth are available until August 23, 2024.
The 2Q Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth are available until August 23, 2024.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Commentary Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
Quarterly Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
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Latest Thinking
In The News
Sands Capital Retains UK Stewardship Code Signatory Status
The United Kingdom’s Financial Reporting Council has named Sands Capital as a signatory to the UK Stewardship Code for the second year in a row. The UK Stewardship Code was designed to strengthen reporting requirements and stewardship expectations for asset managers, asset owners, and service providers.
Investment Strategy
Gen AI: Hype or Megatrend?
Generative artificial intelligence has been gaining traction across industries, powering an explosive demand for computing power and systems that could enable new use cases for businesses, schools, consumers, and society in general.
Investment Strategy
Quality Is Not Just a Factor
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.
Business Perspectives
Episode 11: Titan
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.
Investment Strategy
Thirty Years of Growth Investing: Assessing the Past and Looking Forward
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.
Investment Strategy
Examining the Governance Risks of AI
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.
Investment Strategy
What’s Next for Gen AI
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.
Business Perspectives
Episode 10: Flutter
Discover how Flutter is leveraging technology, regulatory changes, and a deep understanding of customer behavior to redefine the betting experience in this podcast episode. From the intricacies of in-game betting to the challenges of responsible gambling, this episode offers a compelling glimpse into the high-stakes world of online betting.
Investment Culture
Inspiring Visionary Research
At Sands Capital we encourage our investment team to think in decades not quarters. Tune in as Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
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