Here’s Why Sands Capital Global Growth Fund Holding Conviction in Carlisle Companies Incorporated (CSL)

Group 1 - Sands Capital Global Growth Strategy reported a portfolio return of 21.7% in Q2 2025, outperforming the MSCI ACWI index which returned 11.5% [1] - The second quarter results marked the fourth best performance in both absolute and relative terms since the fund's inception in 2008 [1] Group 2 - Carlisle Companies Incorporated (NYSE:CSL) is highlighted as a significant stock in the Sands Capital Global Growth Strategy, with a market capitalization of $14.546 billion and a closing stock price of $340.26 on September 16, 2025 [2] - Over the last month, Carlisle Companies' stock experienced a decline of 11.31%, and it lost 19.99% of its value over the past 52 weeks [2] - Carlisle Companies is recognized as the largest manufacturer and supplier of commercial roofing materials in the U.S. by market share and was added to the portfolio in May 2025 [3] - Despite the stock's decline since its purchase, there is high conviction in Carlisle's growth drivers, competitive advantages, and portfolio diversification benefits [3]