Cannae Holdings Inc. recently published the transcript of their Second Quarter 2025 Financial Results Conference Call held on August 11, 2025. The call was attended by key personnel including CEO Ryan Caswell and CFO Bryan Coy, along with investor relations representative Jamie Lillis of Solebury Communications. During the call, the management team highlighted progress on their strategic plan aimed at increasing shareholder value. The CEO emphasized the company's focus on "rebalancing our portfolio away from current public investments, investing opportunistically in attractive companies that we believe will deliver outsized returns, and returning capital to our shareholders." He also noted the improvement in Cannae's stock performance, which closed at $19.88, trading at a 26.6% discount to NAV. The call also included discussions on improving the performance of existing portfolio companies to maximize their value. The full transcript can be accessed through the link below.
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