Cannae Portfolio Advisors is an independent asset manager headquartered in Greenwich, CT.

Important Disclosures & Agreements

Cannae adheres to an opportunistic investment approach spanning the entire structured products universe, strategically concentrating in sectors experiencing periods of stress and dislocation.

Investment
Philosophy

The firm adheres to a series of core principles that inform our investment process:

Deep Value Analysis

Cannae’s core principle is to conduct thorough and rigorous analysis of underlying collateral and cash flow waterfalls, seeking deep-value opportunities. This approach leverages decades of experience and proprietary analytics to gain information asymmetry and generate durable, low-correlated risk-adjusted returns.

Asset Selection

The firm embraces an opportunistic investment approach, strategically rotating among sectors, tranches, and geographies in order to optimize risk-adjusted returns, concentrating effort on out-of-favor sectors where the dispersion of collateral values creates attractive opportunity sets.

Capital Appreciation

Capital appreciation and current income take center stage in our philosophy. Cannae aims to purchase assets at or below liquidation levels, with short durations and clear visibility on the timing and  magnitude of cash flows. This focus facilitates the generation of attractive returns while minimizing exposure to market beta.

Collateral Management

Our investment thesis revolves around identifying mispriced securities influenced by market sentiment. Through an active and hands-on approach, the firm seeks to unlock positive returns by engaging in restructurings, repurposing, and refinancing the underlying loans. This proactive strategy adds value and potential upside.

Proprietary Systems

Cannae leverages cutting-edge proprietary systems, utilizing state-of-the-art cloud-based data management and analytical tools. These advanced systems are specifically designed and developed to process large data sets rapidly, enabling the identification of critical assets for granular underwriting. While technology is important, our team’s active solutions-based approach to refinancing and resolution makes us distinctive.

“You can’t achieve diversification by combining expensive assets with cheap assets.”

Leadership

Dan Seymour

Dan Seymour

President, and CIO

Jack Weiner

Jack Weiner

Head of Business and Product Development

About Us

Skilled Portfolio Managers

Our Portfolio Managers have each managed large scale +$1bn portfolios across most major segments of structured credit.

Our pedigreed investment team

Our team has decades of experience analyzing a vast array of collateral types and bond structures. The firm, founded in 2008, is led by Dan Seymour, who currently manages a structured credit separate account for a longstanding multi-strategy, multi-PM hedge fund.

We pronounce it “Can-EYE.”

The Battle of Cannae (216 BCE) was the decisive victory of the Carthaginian general Hannibal Barca, who crossed the Alps with elephants and became known for his unorthodox tactics against Rome. We employ out-of-the-box thinking and admire the use of non-standard tactics in the pursuit of results.

How do
you say
Cannae?

Cannae Portfolio Advisors, LLC

2 American Lane
Greenwich CT 06831

© 2024 Cannae Portfolio Advisors, LLC
Dan Seymour

Dan Seymour

President, and CIO

Mr. Seymour founded Cannae in 2008, which currently manages a structured credit separate account for a long-standing multi-strategy, multi-PM hedge fund. Prior to founding Cannae, Mr. Seymour managed a structured credit portfolio XL Capital where he was a Portfolio Manager from 2001 to 2008. Previously, Mr. Seymour was a portfolio manager at the III Funds where he traded global fixed income relative value strategies and was in the interest rate and currency derivative trading group at Barclays Bank. Mr. Seymour holds a M.A. in Physics from the University of Oxford and an MBA from the Wharton School, where he was named a Palmer Scholar.

Jack Weiner

Jack Weiner

Head of Business and Product Development

Mr. Weiner joined the Cannae team in early 2023 having previously worked as Head of Business Development, Americas at Paloma Partners. Prior to working for Paloma, Mr. Weiner served as the Head of Business Development for the Midway Group, the Head of Sales, Americas for ISAM, the Head of Business Development for QFS Asset Management, and Managing Director leading the non-US capital raising efforts for Treesdale Partners. Prior to joining Treesdale, he had previously spent 10 years as a fixed-income arbitrage trader, serving in this capacity for a number of multinational banks, including Deutsche Bank, Dresdner Bank and Daiwa Securities. He earned his B.A. in Economics and Political Science from Duke University, and received an M.B.A. in Finance from Columbia University.