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The investment objective of the Fund is to achieve long-term capital appreciation. The Fund will seek to achieve its objective by investing primarily in a portfolio of equity securities and equity-related securities quoted or traded on Regulated Markets in the United States.
Name | Title | Since | Until |
---|---|---|---|
Thomas H. Trentman | Senior Portfolio Manager, Research Analyst | 2017 | Now |
Biography | Joined Sands Capital in 2005 • Portfolio Manager, Sr. Research Analyst (2016-2020) • Portfolio Manager, Research Analyst (2011-2016) • Research Analyst (2008-2011) • Research Associate (2005-2008) Washington & Lee University • BS, Physics-Engineering (2005) • BA, Chemistry (2005) | ||
Wesley A. Johnston | Portfolio Manager | 2016 | Now |
Biography | Mr. Johnston, Portfolio Manager and Senior Research Analyst, has been with Sands Capital since 2004. | ||
A. Michael Sramek | Portfolio Manager | 2015 | Now |
Biography | A. Michael Sramek, CFA, is a portfolio manager, Research Analyst, Senior Portfolio Manager, and Managing Director, has been with Sands Capital since 2001. Prior to joining Sands Capital, he was a Research Analyst at Mastrapasqua & Associates during 2000. Prior to obtaining his MBA in 2000, he was an Associate, Plan Sponsor Services at BARRA/Rogers Casey from 1995 to 1998. | ||
Frank M. Sands | Chief Investment Officer, Chief Executive Officer | 2012 | Now |
Biography | Frank M. Sands, Jr, CFA has has been Chief Investment Officer and Chief Executive Officer at Sands Capital Management since 2008. Mr. Sands, Jr. has previously held the positions of President, Director of Research and Senior Portfolio Manager with Sands Capital Management since joining Sands Capital Management in June 2000. Before joining Sands Capital Management, he was a Research Analyst, Portfolio Manager, and Principal at Fayez Sarofim & Co. from August 1994 to June 2000. Frank M. Sands, Jr. has earned the right to use the Chartered Financial Analyst designation. | ||
Thomas Merill Ricketts | Portfolio Manager/Analyst | 2012 | 2016 |
Biography | Thomas Ricketts, CFA, founder of Evolutionary Tree Capital Management, serves as Chief Investment Officer, Portfolio Manager, and Research Analyst. Over his 24-year investment career, he developed significant expertise in portfolio management, investment research, and executive management. Prior to founding Evolutionary Tree, Mr. Ricketts was a Sr. Portfolio Manager on Sands Capital’s flagship Select Growth strategy, a $20+ billion concentrated strategy of high-quality, sustainable growth businesses. Mr. Ricketts was one of the longest-tenured investment professionals at Sands Capital. | ||
T. Perry Williams | Sr. Research Analyst, Sr. Portfolio Manager | 2012 | 2013 |
Biography | T. Perry Williams joined Sands Capital Management in 2004. Prior to his current role as Sr. Research Analyst and Sr. Portfolio Manager, Mr. Williams held the position of Director, Client Relations & Business Development at Sands Capital from 2004-2006. Prior to joining Sands Capital Mr. Williams was a Consultant and Principal at Mercer Investment Consulting, Inc from 1995-2004. Mr. Williams has earned the right to use the Chartered Financial Analyst designation. |
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