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Sands Capital Emerging Markets Growth Fund's investment thesis on AIA Group ($1299.HK) — Q2 2026 | Buyside Digest

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$1299.HKNASDAQAIA Group

NEUTRAL

Sands Capital Emerging Markets Growth Fund—1299.HK

Fund Letter

Q2 2026

Published July 31, 2026

View Fund Profile

$75.50USD

-2.6% vs last month

$74.15Pitched

+1.8% since pitch

Market Cap$753.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Sands Capital Emerging Markets Growth delivered its second-best quarter of absolute investment results on record, returning 29.1% net in Q2 2026, driven primarily by AI infrastructure businesses including SK hynix, Samsung Electronics, and Taiwan Semiconductor. The memory shortage...

— Teeja Boye, CFA and Brian A. Christiansen, CFA

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