Webinar: Sands Capital Global Focus

Concentration By Design

Sands Capital Global Focus Strategy

Sands Capital Global Focus is coming to Australia, and you’re invited to the inaugural webinar introducing the fund and its Portfolio Manager to the market.  

An independent, staff-owned firm founded in 1992, Sands Capital is an active, long-term investor in leading innovative growth businesses globally. Their fundamental approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Recognised for the consistency of their philosophy and approach and exclusive focus on growth investing, the firm is a preferred partner to institutions and fund sponsors in more than 30 countries.

Sands Capital’s investment philosophy rests on identifying exceptional businesses capable of sustaining above-average earnings growth over time. Its six investment criteria provide a framework that enables the Global Focus team to assess each investment, including the strength and duration of its growth opportunity. The team brings its highest-conviction ideas together in a concentrated portfolio, with position sizes reflecting its conviction in each business.  

That long-term view extends beyond public markets. Sands Capital’s investments in venture and private capital provide the team access and insight into growth businesses years earlier in their lifecycle, which gives them a natural advantage.

With a track record of more than 5-years, Global Focus is led by a team with deep experience. Danielle Menichella, who is presenting this session, co-manages it with David Levanson, a founder of the Global Growth Strategy.

For the first time, Australian advisers and their clients will be able to access it through Specialised Private Capital’s Australian-domiciled fund.

Join us as we hear directly from Danielle Menichella, as she details Sands Capital’s distinct and time-tested approach to global growth.

What you'll come away with:

Danielle Menichella, CFA, Portfolio Manager at Sands Capital, will:

• Set out the six criteria Sands Capital applies to narrow a global universe down to a select group of exceptional growth businesses, and the evidence behind the approach.

• Show how Global Focus has behaved against a global benchmark through drawdowns, and what its active share and concentration mean for tracking error inside a diversified model.

• Walk through recent portfolio activity, including where the team is finding growth outside the obvious names, and why Sands Capital has stepped back from most software businesses.

• Take the questions allocators ask before committing: where the strategy sits alongside an existing global equity manager, what weight range Sands Capital has seen work in comparable structures, and what capacity remains.

Kieran Canavan, Chief Investment Officer at Specialised Private Capital, will host and moderate the Q&A.

Webinar Details:

Date: Thursday, 29 October 2026
Time: 11.00 am – 12.00 pm (AEDT, Sydney time)
Presenter: Danielle Menichella, Portfolio Manager, Sands Capital
Host: Kieran Canavan, Chief Investment Officer, Specialised Private Capital
Format: Live Webinar. Your link arrives when you register. 45 minutes of presentation, then 15 minutes of live Q&A.