Investment Ideas You Can Trust

Fundamental Analysis of Spinoffs, Special Situations & Stressed Credit


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A Valuable Product and Service for Our Process in Terms of Early Insight to Global Events & Idea Generation.

- Portfolio Manager, $1bn Event Driven Fund, Boston

Intelligence & Trust Are Both Sadly Lacking in Our Industry Right Now. The Edge Consistently Bring Both.

- NY Mutual Fund

The Edge’s Research is a Critical Component of Our Idea Generation …

- Shayan Mohammadi, Chief Investment Officer, Tessellation Capital Management, San Francisco

A Comprehensive Analysis of Corporate Activity in One Detailed Monthly Report

- Chand Sooran, Value Investor, New York

Being Clients for Over 5yrs and Given We’ve Over $26bn AUM and 20 Analysts, You’re [The Edge] in an Extremely Rare Position of Being the Only External Advisor We Have

- Portfolio Manager, $25bn NY Investment Management Firm

Saving Time on Analysis with a Trusted Partner Makes a Huge Difference on Optimizing Capital for Investing

- Cory Janssen, Investor & Co-Founder,

The Edge is an Excellent Source for Serious Asset Allocators Looking to Complement Their Own Diligence of Special Situations.

- Tom Hendrickson, Chief Investment Officer, Sunsetter Capital, Canada

OUR Products

Translating Research into Actionable Intelligence. Profitable Investments for Global Money Managers

Jim Osman

Portfolio Lead

Jim founded The Edge® in 2005 and leads the analysis and ideas process. He has one simple goal: Return on investment (ROI) for the Edge's client partners.

He has helped grow The Edge’s partners’ Assets Under Management (AUM) and contributed to their returns; significantly outperforming peers. The Edge’s Model Portfolio is used as accountability for all high conviction recommendations and it has beaten the market since inception.
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