Market Bubble? ‘Not Yet’ Say The Edge Consulting Group
Apr 21, 2015
New York, April 21, 2015: As many pundits in the media are talking up the apparent equity bubble we are in, one leading adviser stands out as having a different view. The Edge Consulting Group has for 10 years been quietly providing an excess return for clients in the global special situations space amid a mass of noise in the markets. The Edge, a bottom up fundamental research house specializing in value based research to renowned funds and money managers indicate that they believe there is still enormous value from identifying companies which are going through some sort of corporate change; whether it be restructuring, management change, a Spinoff or another form of misunderstood corporate event.
Jim Osman, CEO of The Edge comments, “The key to understanding corporate change is not only identifying value the other side of the event, but the likelihood and reasoning behind the price moving to that value”.
With companies being plagued by activist investors to provide a return as well as their own duty to shareholders to provide growth; increasingly, firms are looking to value creation in terms of Reverse Morris Trusts, Buybacks, Spinoffs, REIT Conversions, or Rights Offerings. The Edge believes there is still substantial value in certain stocks across the board undergoing…