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Capital Allocators – Inside the Institutional Investment Industry

Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 11 January 2024

⏱️ 63 minutes

🧾️ Download transcript

Summary

Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager that oversees $50 billion in assets.


Our conversation covers Brian’s journey to Sands Capital, the firm's investment philosophy and approach to growth investing, six key investment criteria, portfolio construction, competitive advantage, and investment examples.


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Capital Allocators was compensated in connection with participation in this interview, which creates a conflict of interest that should be considered.

Transcript

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0:00.0

Hello, I'm Ted Sides, and this is Capital Allocators.

0:10.1

This show is an open exploration of the people and process behind capital allocation.

0:16.1

Through conversations with leaders in the money game, we learn how these holders of the keys to the

0:21.7

kingdom allocate their time and their capital. You can join our mailing list and access premium

0:27.8

content at capital allocators.com. All opinions expressed by TED and podcast guests are

0:35.0

solely their own opinions and do not reflect the opinion of capital

0:37.7

allocators or their firms. This podcast is for informational purposes only and should not be relied

0:42.2

upon as a basis for investment decisions. Clients of capital allocators or podcast guests may

0:47.1

maintain positions and securities discussed on this podcast. My guest on today's sponsored

0:53.1

insight is Brian Christensen, executive managing director and senior

0:57.4

portfolio manager at Sands Capital, a growth-focused public and private equity manager that oversees

1:03.8

$50 billion in assets. Our conversation covers Brian's journey to Sands Capital, the firm's

1:10.5

investment philosophy

1:11.5

and approach to growth investing, six key investment criteria, portfolio construction,

1:17.3

competitive advantage, and investment examples.

1:20.8

Before we get going, my daughter Skyler is taking over the mic for this week's Spread

1:25.7

the Word.

1:26.6

I've just started my second semester of my senior year of high school.

1:30.0

You might think that that's a time to kick back and relax, and it is.

1:33.9

So while I slack off, have some fun, and don't tell my dad about it,

1:37.6

I'd suggest you keep listening and do tell a friend or two about this show.

1:41.6

Thanks so much for spreading the word about capital allocators.

...

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