Sands Capital’s Menichella on Its Owner Mindset

Despite a recent rally, European equities may be overly complacent about trade-war risks. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, BI’s senior equity strategist, spoke with Danielle Menichella, portfolio manager and senior research analyst at Sands Capital and sub-adviser to the Touchstone Sands Capital International Growth Equity Fund. They discussed why the firm employs a business owner’s mindset to public equity investing, as well as the six investment criteria to select businesses. They also spoke about seeking a balance between high growth and mature businesses, determining relative valuations and which countries the team is currently seeing opportunities. Recorded on May 28.

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