David Levanson & Danielle Menichella
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 Danielle.
Danielle Menichella
Senior Research Analyst & Co-Portfolio Manager
Danielle, who has 25 years of experience investing in equity markets, joined Sands Capital in 2013. In 2020, she was promoted to senior research analyst and also joined the Global Shariah portfolio management team. She was named co-portfolio manager of the International Growth strategy in 2022 and of the Global Leaders and International Leaders strategies in 2024. In 2026, she was named co-portfolio manager of the Global Focus strategy.
Before joining Sands Capital, Danielle was a senior analyst at Ashmore Equities Investment Management, where she began her career as an analyst.
Introducing Sands Capital Management
FILMED IN APRIL 2025.
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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