Frank Sands

Last Update: 2014-05-14

Number of Stocks: 44
Number of New Stocks: 5

Total Value: $38,376 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Frank Sands' s Profile & Performance

Profile

Frank M. Sands, Jr., CFA is Chief Executive Officer and Chief Investment Officer of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He spends most of his time on investment research and decision making, and business strategy. Sands Capital Management was founded by his father, Frank M. Sands, Sr. in 1992. Frank Sands, Jr. joined the firm in 2000 after working for six years as a research analyst and portfolio manager for Fayez Sarofim & Co., an institutional investment management firm based in Houston, Texas. Since joining Sands Capital Management, working alongside his father, the firm has continued to produce strong investment results for its clients and has grown from approximately $900 million in assets under management to over $15 billion. The firm has two primary concentrated growth strategies: Select Growth, emphasizing rapidly growing innovative businesses, and Global Growth, emphasizing rapidly growing business all over the world. Frank earned a BA from Washington & Lee University, an MS from Johns Hopkins University and an MBA from the Darden School at the University of Virginia. Frank resides in McLean, Virginia with his wife, Jessica, and their three young children, Jackson, Ella, and Hart.

Investing Philosophy

Sands Capital believes that over time stock prices reflect the earnings growth of their underlying businesses. Their team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years.

Total Holding History

Performance of Select Growth Portfolio

YearReturn (%)S&P500 (%)Excess Gain (%)
201342.231.5510.7
201224.115.48.7
20112.52.080.4
3-Year Cumulative80.9 (21.8%/year)55 (15.7%/year)25.9 (6.1%/year)
201026.515.0611.4
200971.426.4644.9
5-Year Cumulative292.2 (31.4%/year)125.5 (17.7%/year)166.7 (13.7%/year)
2008-48.7-37-11.7
200719.25.6113.6
2006-5.715.79-21.5
200510.54.915.6
200420.5128.5
10-Year Cumulative201.1 (11.7%/year)104.1 (7.4%/year)97 (4.3%/year)
200336.328.77.6
2002-27.2-22.1-5.1
2001-15.8-11.9-3.9
2000-18.4-9.1-9.3
199947.62126.6
15-Year Cumulative203 (7.7%/year)98.3 (4.7%/year)104.7 (3%/year)
199854.128.625.5
199730.233.4-3.2
199638.12315.1
199542.337.64.7
19943.21.31.9
20-Year Cumulative1133 (13.4%/year)483.2 (9.2%/year)649.8 (4.2%/year)
1993-0.410.1-10.5
19925.47.6-2.2

Top Ranked Articles

Top Guru-Held Consumer Cyclical Companies
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the second quarter, the following five consumer cyclical-based stocks are held by the largest number of gurus. [b] Read more...
Weekly Guru Bargains Highlights: VALE, BHP, AGN, GLD
According to GuruFocus updates, these stocks have declined the most since Gurus have bought them. Read more...
Favorite S&P Stocks of Gurus in the Second Quarter
The S&P 500 Grid is a GuruFocus Premium Member feature that lists all the companies on the S&P 500 and allows users to categorize by which are owned, bought and sold by Gurus. According to the screener, the S&P 500 stocks the most Gurus bought during the second quarter are: Apple (AAPL), Phillips 66 (PSX), Oracle (ORCL), Google (GOOG) and Newmont Mining (NEM). Read more...
S&P's Nervous Nellies – Mmmmm Good?
Campbell Soup Co. (CPB) has new concern about its earnings and Starbucks Corporation (SBUX) investors wonder about slowing growth, after the company reported that it had opened 558 net new stores, including its 1,000th store in both China and Japan, in the quarter ended Sept. 29, 2013. Both stocks are showing up on the losing side of the S&P 500 index. Read more...
Top Five Guru-Held Asian Stocks at Year End
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Asian countries were held by the highest number of gurus. The following five companies come from a variety of industries, are Asian-based and are held by the largest number of gurus. Read more...
» More Frank Sands Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

In a Weak-Dollar Environment, Gold Is Sought as "Safe-Haven" Asset
Gold is a limited commodity that retains consumer´s purchasing power even under inflationary economies. The advantages are that gold is not at the mercy of government policy, so it cannot be easily issued or mined. Additionally, it is used to hedge, so it is a currency hedge an inflation hedge and most importantly, a diversification tool in your portfolio. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Guru-Owned Energy Companies at the Start of 2014 Bill Gates,Frank Sands - Top Guru-Owned Energy Companies At The Start Of 2014
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five energy companies are held by the largest number of gurus during the past quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly Three-Year Low Highlights: QUNR, CGG, LADR, RARE
According to GuruFocus list of three-year lows; Qunar Cayman Islands Ltd, CGG, Ladder Capital Corp. and Ultragenyx Pharmaceutical Inc. have all reached their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Frank Sands' First Quarter Top Five Frank Sands - Frank Sands' First Quarter Top Five
Frank Sands (Trades, Portfolio) of Sands Capital Management reported his first quarter holdings today. These holdings highlighted five new buys, bringing his total to 44 stocks valued at $38.4 billion. The Sands Capital Management team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years. More...

  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Eastman Is an Outperforming Chemical Company with Interesting Outlook
We think the outlook for the diversified chemicals will be positive and will continue to expand this year. In this article, let's take a look at one specialty chemicals maker and try to explain to investors the reasons this is an apparently appealing investment opportunity. More...

LONG, DIVERSIFIED, CHEMICALS


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Charles Schwab Is a Fast Growing Stock
The Charles Schwab Corporation (SCHW) is a savings and loan holding company. The company is engaged, through its subsidiaries, in securities brokerage, banking, money management, and financial advisory services. Its subsidiaries include Charles Schwab & Co. (a leading discount broker-dealer), Charles Schwab Investment Management (a mutual fund investment advisor) and Charles Schwab Bank. More...

LONG, SAVINGS, LOAN, HOLDING


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Frank Sands' Gas Long-Term Pick
When reviewing stocks from the gas industry, the principal risk is always the same: price volatility. Praxair (PX) is one company that has been able to avoid the risk and improve overall performance since its entrance to the stock market. Only the 2007 economic crisis was able to shake the solid foundations on top of which the company’s business model rests. Nonetheless, market performance has ever since been on the uptrend. There are several reasons for the positive results. Most importantly, the profits conquered were shared with stock holders through annual dividend increments. One of the beneficiaries has been Frank Sands (Trades, Portfolio), who increased the size of his holding since early 2011 was the largest shareholder before selling out, making a strong statement for long-term investment in the company. More...

ENERGY, GAS, SUPPLY


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly Guru Bargains Highlights: VOD, LNKD
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Assessing the New Boss at National Oilwell Varco
Nothing raises more fear or hopes in a business than change in management. The questions are always the same, will the new CEO shift the company’s direction? Does the change mean the business was not doing well before? Can overall performance improve? How will the market and shareholders react to the news? What about prospect investors? The truth is that there is no certain answer to the many inquiries a change in management raises. However, an assessment can be made based on the firm’s previous performance and new management’s discourse. That is exactly what it will be looked upon throughout this analysis that concerns National Oilwell Varco (NOV). So far, gurus have shown great confidence on the company and completed important purchases throughout the last quarter of 2013. More...

ENERGY, OIL, GAS, DRILLING


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Top Five Guru-Held Asian Stocks at Year End Charles Brandes,Frank Sands - Top Five Guru-Held Asian Stocks At Year End
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Asian countries were held by the highest number of gurus. The following five companies come from a variety of industries, are Asian-based and are held by the largest number of gurus. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Guru-Owned Energy Companies at the Close of 2013 Bill Gates,Frank Sands - Top Guru-Owned Energy Companies At The Close Of 2013
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five energy companies are held by the largest number of gurus during the past quarter. More...

  • Currently 2.33/5

Rating: 2.3/5 (3 votes)

Top Five Consumer Cyclical Stocks of the Third Quarter Andreas Halvorsen,Frank Sands - Top Five Consumer Cyclical Stocks Of The Third Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the third quarter, the following five companies are held by the largest number of gurus. More...

  • Currently 3.00/5

Rating: 3.0/5 (3 votes)

S&P's Nervous Nellies – Mmmmm Good?
Campbell Soup Co. (CPB) has new concern about its earnings and Starbucks Corporation (SBUX) investors wonder about slowing growth, after the company reported that it had opened 558 net new stores, including its 1,000th store in both China and Japan, in the quarter ended Sept. 29, 2013. Both stocks are showing up on the losing side of the S&P 500 index. More...

PACKAGE FOODS, RESTAURANTS


  • Currently 4.50/5

Rating: 4.5/5 (6 votes)

Two Market Leaders, Two Very Different Investments
The casual dining industry is tainted by intense competition and fickle consumer preferences, so promotional offers and menu innovation are a must. Let’s take a look at two dominant players, Darden Restaurants Inc. (DRI) and Chipotle Mexican Grill (CMG), to see which strategy is most effective. More...

RESTAURANTS, MEXICAN GRILL, OLIVE GARDEN, DINING, RED LOBSTER, FOOD


  • Currently 3.13/5

Rating: 3.1/5 (8 votes)

Richard Pzena vs Warren Buffett: Oil & Gas Equipment Frank Sands,Richard Pzena - Richard Pzena Vs Warren Buffett: Oil & Gas Equipment
When making a long-term investment, profits lay at the second-tier companies. In other words, bidding on the winner always pays smaller dividends. The same reasoning applies to horse track betting: the worse the odds of winning, the bigger the reward for betting. Here, however, we avoid gambling altogether and make an informed decision. In the oil & gas equipment industry, Baker Hughes (BHI) and National Oilwell Varco (NOV) fight for the third place in the industry, and have plenty of room for growth. More...

ENERGY, EQUIPMENT, OFFSHORE, ONSHORE


  • Currently 3.29/5

Rating: 3.3/5 (7 votes)

Top Guru-Held Consumer Cyclical Companies
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the second quarter, the following five consumer cyclical-based stocks are held by the largest number of gurus. [b] More...

  • Currently 4.56/5

Rating: 4.6/5 (9 votes)

Two Software Companies That Still Offer Upside
Although growth for the software –and general IT- industry is expected to be slow during 2013, some companies still seem to offer long-term upside potential. As promised in a previous article, today I will look into Micros Systems (MCRS) as an option to Carl Icahn’s latest pick in the software industry, Nuance Communications (NUAN). In addition, I will briefly analyze Salesforce.com (CRM)'s prospects in order to elucidate if it stands as an even better investment option. More...

LONG, TECH, APPLICATION SOFTWARE


  • Currently 4.00/5

Rating: 4.0/5 (4 votes)

Weekly Guru Bargains Highlights: VALE, BHP, AGN, GLD
According to GuruFocus updates, these stocks have declined the most since Gurus have bought them. More...

  • Currently 2.80/5

Rating: 2.8/5 (10 votes)

Favorite S&P Stocks of Gurus in the Second Quarter
The S&P 500 Grid is a GuruFocus Premium Member feature that lists all the companies on the S&P 500 and allows users to categorize by which are owned, bought and sold by Gurus. According to the screener, the S&P 500 stocks the most Gurus bought during the second quarter are: Apple (AAPL), Phillips 66 (PSX), Oracle (ORCL), Google (GOOG) and Newmont Mining (NEM). More...

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide