ABOUT US

CANA Partners LLC was founded in 2018 by W. Anthony Forstmann and John R. Cryan who have successfully managed significant investment funds and led corporate transformations over multiple economic and market cycles. We have structured CANA in an investor-centric manner.

We apply a “private equity” approach to investing in public markets. Our approach is a combination of bottom-up fundamental analysis and event-driven strategies. In particular we seek to find companies that have transformational potential that is unrealized or unappreciated by consensus investors in the market.

We blend our investing and corporate finance expertise with our proprietary algorithms and an exclusive network of partners and operating executives to create a research advantage that drives our investment process. We look to invest in situations poised for significant capital appreciation and build a concentrated portfolio to take advantage of our opportunities.

We seek to capitalize on the capitulation of existing investors and aim to mitigate risk and protect investor capital both through our process and investment.

INVESTMENT STRATEGY

Philosophy

We apply a “private equity” approach to investing in the public markets. In particular, we seek to find companies that have transformational potential that is unrealized or unappreciated by consensus investors in the market

Goal

Seek to invest in transformative opportunities poised for significant capital appreciation

Differentiation

Our approach is a combination of bottoms-up fundamental analysis and event-driven strategies. We blend our expertise with our proprietary algorithms, matrices and an exclusive network of partners and operating executives across multiple domains to create a research advantage that drives our investment process

Margin of Safety

We emphasize intrinsic value and financial strength in our research process and seek to capitalize on capitulation by existing equity investors

Transformative Investing™

We look for transformational opportunities across multiple dimensions including operational, transactional and external catalysts for unlocking value. We have deep knowledge of the corporate transformation, restructuring and activist playbooks which we use to our advantage

INVESTMENT STRUCTURE

Our nimble investment platform is a more investor-centric model than a traditional hedge fund

Separately Managed Accounts (SMA)

A dedicated account owned by a single investor in their name and custodied at an institution of their choice. Investment authority and mandate are governed by an investment management agreement

Fund of One

Similar to an SMA but the investment is made into a vehicle managed by CANA Partners and custodied at an institution of our choice. Investment authority and mandate are governed by fund documents

Co-Investments

Designed for commingling capital sources in particular opportunities. Investments are made into a vehicle managed by CANA Partners and investment authority and mandate are governed by custom documents