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  "documentTitle": "Politan Capital Masimo Presentation May 2023",
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  "notes": "Uses a before-after framework to attribute stock performance to activist intervention.",
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      "text": "7 of Masimo’s top 20 shareholders exited positions",
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      "text": "Total Stock Return After Politan 13D",
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      "kind": "quote",
      "text": "it’s almost exclusively the presence of Politan — ...[that has]...helped shares drift higher over the past several months, and it could very well be what keeps shares from moving materially lower...",
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      "text": "Bloomberg data. See prior page footnote for definition of peer sets. Total stock return after Politan 13D through May 8th, 2023 (up to 1Q23 earnings) to match quote above.",
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