Sunil Thakor and David Levanson
Sands Capital’s speciality is finding high-quality growth businesses that are creating the future, applying six criteria to their choices of companies. These include a clear mission, financial strength, rational valuation and a significant competitive advantage.
Sunil Thakor | Research Analyst & Co-Portfolio Manager
Sunil has built almost his entire career at Sands Capital. After making his start back in 1999 as an analyst at Charles River, he joined Sands Capital in 2004. And he’s been there ever since. Working his way from an internship, all the way up to jointly managing the firm’s portfolio.
David Levanson | Research Analyst & Co-Portfolio Manager
David also has an impressive tenure at Sands Capital - joining in 1990, branching out to firms like State Street and MFS Investment Manager, and then re-joining Sands Capital in 2002 as a Senior Research Analyst. He now shares responsibility for managing the portfolio alongside Sunil.
Introducing Sands Capital Management
FILMED IN MARCH 2021.
Stock Spotlight: Dexcom
FILMED IN DECEMBER 2023.
Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business.
The big question: Will higher-for-longer interest rates change stock picking?
FILMED IN NOVEMBER 2023.
With interest rates forecast to remain elevated for a prolonged period, we asked managers Sunil Thakor, Andy Headley and Jonathan Mills to discuss how this might impact businesses and whether this would change their approach to picking stocks.