Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361) | Capital Allocators – Inside the Institutional Investment Industry | Podwise
This podcast episode discusses the journey of Brian Christiansen at Sands Capital Management and the evolution of the firm's investment philosophy, strategies, and competitive advantages. It explores the concepts of growth investing, identifying special businesses, the importance of a strong business model and management team, and the challenges in the investment landscape. The episode also highlights the lessons learned from CEOs of portfolio companies and the significance of adaptability and open-mindedness in investing.
