Fourth Quarter 2022 Investment Update

MONDAY, JANUARY 9 2023

1:30 PM TO 2:30 PM PST

During our fourth quarter 2022 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic conditions, and two of our holdings, Masimo Corporation (MASI) and Paychex, Inc. (PAYX). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER FOURTH QUARTER 2022