Sands Capital

Emerging markets present vast opportunities, but selectivity is essential. With powerful secular growth drivers at play, we focus on identifying businesses positioned for sustainable earnings growth. Watch to learn more about our selective approach to navigating these dynamic markets. https://lnkd.in/exXkNuJc

The past few years have highlighted the challenges of passive investing in emerging markets. At Sands Capital, we see opportunities beyond the MSCI Emerging Markets Index. Hear why we believe active management can make the difference. https://lnkd.in/eHwTiJMk

Wishing you a wonderful Holiday Season and joyous New Year!

NVIDIA's latest earnings announcement signified a number of positive markers for the company’s continued growth in both the medium- and long-term. Portfolio Manager and Sr. Research Analyst Daniel Pilling recently joined Caroline Hyde on Bloomberg Television following Nvidia’s Q3 earnings report to discuss Sands Capital’s views on the role of scaling laws in driving innovation and what hyperscalers should expect from improved chips. Disclosure: bit.ly/48ZLwIB

Sands Capital is excited for Director of Stewardship, Karin Riechenberg to speak at the ICGN Melbourne Conference. She will be part of a panel on "Artificial Intelligence and the Digital Transformation." You can register or learn more about the event at https://lnkd.in/dF-taYmt #ICGN2024

Despite the short-term pressure on some software stocks, the long-term opportunity in select businesses remains strong. Learn why our analysts see potential in businesses offering mission-critical, multiproduct platforms with fast time-to-value. https://lnkd.in/e4fd8V_R #verticalsoftware #software

Sands Capital believes we have a responsibility to engage with our companies to understand and influence the potential impact of their operations. As part of our focus on the fight against #modernslavery, we continue to partner with Hope for Justice and Slave-Free Alliance to better understand and seek to mitigate modern slavery risks at both the portfolio and operational levels at our firm. Learn more from Hope for Justice about this global issue: https://lnkd.in/em45_jUF

We are proud to lead the Series D financing for Cytovale, an innovative medical diagnostics leader focused on advancing early detection technologies. This funding will accelerate commercial and operational expansion of Cytovale’s IntelliSep, building on its early clinical success. We’re thrilled to support Ajay Shah, Henry Tse, and the entire team as they continue to transform the diagnoses of fast-moving and immune-mediated diseases.   Learn more about Cytovale’s role as an innovator in the health care industry here: https://lnkd.in/dMtPX9gT

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. https://lnkd.in/eKaK5DfJ

Investing for the long term takes courage and the support of a culture rooted in trust. Find out how Sands Capital Director of Research Michael Raab, CFA, keeps his research team focused on what matters most. https://lnkd.in/eKqxrmRV