Sands Capital’s Global Growth Strategy recorded a robust second quarter in 2025 with a 21.7% return, benefiting from its flexible approach to finding promising global investments. At the heart of the firm’s success is its ongoing conviction in Carlisle Companies Incorporated (CSL).
Subscribe
Stock Market
Here’s Why Sands Capital Global Growth Fund Holding Conviction in Carlisle Companies Incorporated (CSL)
Photo by Insider Trading
Key Takeaways:
- Sands Capital published its Q2 2025 investor letter, detailing portfolio insights
- The fund achieved a 21.7% return for the quarter
- Global equities outperformed the MSCI ACWI in Q2 2025
- Sands Capital employs a flexible, worldwide growth-focused strategy
- Carlisle Companies Incorporated (CSL) remains a key conviction holding
About Sands Capital
Sands Capital is an investment management company known for its Global Growth Strategy. This approach is designed to discover and invest in emerging opportunities across various sectors and geographies, staying on the lookout for innovators that show promise for sustained growth.
Notable Q2 Performance
Sands Capital’s recently released second-quarter 2025 investor letter highlights commendable figures. “The portfolio returned 21.7% in the quarter,” a notable accomplishment given that, according to the letter, global equities outperformed the MSCI ACWI in the same period.
Strategy and Philosophy
The Global Growth Strategy strives to remain agile in the face of shifting economic conditions. As the fund itself notes, “Global Growth adopts a flexible approach to identify the most promising growth companies worldwide,” allowing the team to pursue high-potential investments wherever they arise.
Focus on Carlisle Companies
At the helm of Sands Capital’s Q2 reporting is the fund’s focus on Carlisle Companies Incorporated (CSL). While the specific details behind the conviction were not disclosed in the public brief, the original article title leaves no doubt that CSL remains a significant element of the firm’s approach, signaling confidence in Carlisle’s potential.
The Road Ahead
Sands Capital’s Q2 2025 performance underscores its strategic adaptability and pursuit of growth-oriented investments. Its notable return, coupled with an emphasis on companies like Carlisle, positions the firm to remain an active participant in the global equity landscape as it watches market developments in the quarters to come.
