David Levanson
Sands Capital Management
Sands Capital’s speciality is finding high-quality growth businesses that are creating the future, applying six criteria to their choices of companies. These include a clear mission, financial strength, rational valuation and a significant competitive advantage.
David Levanson
Research Analyst & Co-Portfolio Manager
David also has an impressive tenure at Sands Capital - joining in 1990, branching out to firms like State Street and MFS Investment Manager, and then re-joining Sands Capital in 2002 as a Senior Research Analyst. He now shares responsibility for managing the portfolio alongside Sunil.
Introducing Sands Capital Management
FILMED IN APRIL 2025.
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The big question: Bubble fears - too far or not far enough?
FILMED IN NOVEMBER 2025.
In this edition of The Big Question, Andrew Wellington and Sunil Thakor explore how AI has powered one of the strongest equity rallies in modern markets and address "bubble" speculation and whether markets have gone too far or not far enough?
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