The Edge provides its clients and investors with the ability to access hidden corporate value from Global Special Situations, using a pioneering approach to investments


The Edge's Global analysis covers both predicted and announced Spinoffs. Renowned as the #1 firm in the world researching corporate breakups and previously known as The Spinoff Report® (Est. 2005), a Spinoff is the separation by distribution of a company’s shares to existing shareholders of one or more of its business divisions for an independent public listing.


Special Situations, formerly The Distressed Report® screens and analyzes worldwide misunderstood equities for investors wanting to benefit from hidden stock value. A special situation is a circumstance (event) involving an equity that would focus investors to trade the share based on the special situation, rather than the underlying fundamentals.


The Edge Special Situations Fund is an event-driven fund concentrated around the area of Equity Corporate Change. It is an affiliated investment arm and independent of The Edge research group.


The Edge Spinoff Report is the global leading investment research specialist on Corporate Break-Ups (Spinoffs). Est. 2005, The Spinoff Report® was founded by fund management and investment banking professionals to provide high quality, private equity-level research on Global Corporate Divestitures for the benefit of fundamental event-driven, growth and value-oriented investors in this difficult to track, but proven investment space.

  • The most comprehensive global Spinoff research in the world
  • Multi sector and geographically experienced team
  • Accountable model portfolio

The Edge's investment recommendations have continually outperformed every major global benchmark


The Edge Special Situation Report identifies and analyzes Global Equity Event-Driven Special Situations for investors looking to benefit from market inefficiencies. The Special Situations covered include, among others: activism, turnaround, deep value with catalyst, insider dealings, mergers, management change, Reverse Morris Trusts and restructurings.

  • Unique, deep value, under-covered, in-house screened catalyst
    idea flow
  • Hidden value situations from a specialist proven money manager
  • Full analyst backup including weekly review and action call

Our factual studies with our partner Deloitte give our clients the edge over mainstream Wall Street analysis


The Edge Special Situations fund is an event-driven Fund concentrated around the area of Equity Corporate Structural Change, it is completely independent from the The Edge research products.

The Fund is international in its reach and has a long bias. Naturally, with an expertise, in the asset class, it has a heavy concentration on Spinoffs but will also analyze the following for investment opportunities: activism, bankruptcy, deep value with catalyst, distressed securities, insider dealings, rights offerings, turnarounds and restructurings as well as all other situations where the Fund perceives a gap between price and value.

The Fund employs a bottom up, deep fundamental value approach in its analysis.

The investment process actively seeks out extraordinary price-value anomalies and looks to generate investment returns uncorrelated to wider markets.

Having experience is not enough. The experience has to be transformed into expertise

Jim Osman


Jim founded The Edge in 2005 and leads the analysis and ideas process. He is passionate about ensuring that analysis is geared towards ‘real situations’ and offers more than just a buy or sell-side analyst’s view. Jim brings to The Edge two decades of portfolio management experience in the securities and fund management industry. His vast expertise includes special situations and Spinoffs, as well as specialized equities and derivatives hedge funds. Jim studied Investment Management at The London Business School.

+44 (0) 845 459 7103

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Ryan Mendy


Ryan is responsible for the firm’s overall client base and also its new business and marketing divisions. Ryan has an engrained vision for both original content research and valuation discovery within equity special situations and corporate Spinoffs. Working together with Jim, Ryan makes sure that all research generated by the firm is consistently delivering an edge for clients, ensuring all receive relevant, high quality ideas. He brings The Edge over 15 years’ experience as an analyst and in corporate broking with institutions such as WestLB, Goldman Sachs and Numis Securities. He has been responsible for numerous IPOs, equity fund raisings and investor marketing roadshows. He joined The Edge in 2008.

+1 (212) 714 7046

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The Global Research Team

The team led by Jonathan P. Morgan comprises nine highly qualified, full-time investment research analysts and associates dedicated to identifying, tracking and analyzing Spinoffs & special situations on a global basis.

It’s not only the forward looking analysis that is important, but the continuous examination of pre-existing facts to generate ideas and genuine value.

The analysts also have access to a network of resources with specific sector and geographical expertise covering all market caps and industries. The team has been together since 2007.

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Suite 313
Morristown, New Jersey 07960
+1 (212) 714 7046


27 Old Gloucester Street
+44 (0) 845 459 7103

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