Capital Allocators – Inside the Institutional Investment Industry Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
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Jan 11, 2024 Brian Christiansen, Executive Managing Director at Sands Capital, shares his journey in investment management and the firm's innovative growth philosophy. He discusses essential investment criteria and the transition from domestic to global strategies. The conversation also dives into the challenges faced by companies like Adyen, examining market dynamics and competition. Christiansen emphasizes the importance of mentorship and personal relationships in career success, revealing how strategic thinking has shaped his approach to high-conviction growth investing.
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Brian's Path to Sands Capital
- Brian Christiansen's path to Sands Capital started with a fellowship at Yale, where he studied business.
- Inspired by David Swenson's investment principles, he sought firms with low turnover, employee ownership, and a clear philosophy.
Swenson's Influence
- Swenson's principles, like low turnover and employee ownership, guided Christiansen's firm selection.
- Sands Capital aligned with these principles, attracting him to the firm.
Sands Capital's Mission
- Sands Capital's mission is to enhance client wealth with prudence over time by focusing on high-quality growth businesses.
- They aim for attractive absolute and relative returns over a rolling five-plus year basis.