Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. Sands Capital fails to showcase longevity across its product shelf, as evidenced by its three-year risk-adjusted success ratio. Over this time period, only 0% of its roster has been able to both survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. With an average three-year Morningstar Rating of 1.2 stars, the risk-adjusted performance of Sands Capital's open-end and exchange-traded funds falls short of competitors.
Sands Capital's track record as a steward is mixed, leading to an Average Parent Pillar rating.