Sands Capital

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

Portfolio Manager and Sr. Research Analyst Daniel Pilling joined Caroline Hyde and Edward Ludlow on Bloomberg to discuss Sands Capital’s outlook on NVIDIA’s long-term growth drivers and the company’s role in the broader evolution of artificial intelligence ahead of their Q2 earnings report. Hear more about our views on remaining competitive in the semiconductor industry amid a global acceleration in demand for compute power: https://lnkd.in/ePD_mmwP Disclosures: https://lnkd.in/e9k3T4-M

Generative artificial intelligence could strengthen the leadership positions of businesses that can invest in the infrastructure, data, and talent needed to run this transformative technology. Learn why we believe owning industry-leading companies is critical to value creation.  https://lnkd.in/eEddXYtv

Sands Capital Management, LLC is pleased to be a signatory to the UK Stewardship Code. This designation reflects our commitment to responsible investment on behalf of clients globally. Learn more about the code and our stewardship work. https://lnkd.in/ersJXAmd