Yahoo Finance
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for "Sands Capital Global Growth Fund".
Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages.
In the quarter, global equities rebounded strongly, driven by AI infrastructure, a key market theme, with demand for computing capacity remaining robust and large tech firms maintaining significant capital investments.
Emerging markets, led by Korea and Taiwan, outperformed U.S.
and developed markets for six consecutive quarters.
The strategy's portfolio returned 22.2%, outperforming the MSCI All Country World Index's 14.9%.
The quarter's gains were mainly due to earnings growth in AI infrastructure businesses.
Relative results were driven by information technology and industrials, while financials and communication services detracted.
The strategy is positioned to capitalize on evolving growth opportunities, with substantial exposure to AI infrastructure and other long-term prospects.
Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Global Growth Fund highlighted Intuitive Surgical, Inc.
(NASDAQ:ISRG) is a leader in robotic-assisted surgery that develops, manufactures, and markets products for improving the quality of and access to minimally invasive care.
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