Testimonials

  • 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 Brings Both.

    - Portfolio Manager, $1bn 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 (Lite).

    - 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, Investopedia.com
  • The Edge Lite is an excellent research product for private investors which comprises of an exceptionally good monthly newsletter with buy/sell email alerts to keep your portfolio in check. If that’s not enough, Jim Osman is a very hands-on CEO who strives to make this product as relevant as possible and it is not uncommon for him to pick up the phone to talk to his subscribers.

    - Dr. Joseph McGill, Private Investor, United Kingdom
  • The Edge has helped me as a strong backup analyst on WestRock (WRK) and Ingevity (NGVT) recently in 2016 and Media Spinoffs such as Gannett (GCI) which I was able to make good a ROI on…

    - John Showel, CEO Como Asset Management LLC, Chicago
  • 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
  • It Doesn’t Make Sense That Funds Pay $20K for Capital IQ and Bloomberg when they are not actually Generating Actionable Ideas. The Edge Provides Analysis, Not Information…

    - Shayan Mohammadi, Chief Investment Officer, Tessellation Capital Management, San Francisco
  • I Have Seen Various Sell-Side Reports That Claim to Analyze This Space, But I Have Not Come Across Anything as Consistent in Approach Across Geographies as The Edge.

    - Portfolio Manager, Family Office, San Francisco
  • The Edge Helped Us Put on Larger Positions Faster, by Assisting in Developing Conviction.

    - Private Investor, New York City, United States
  • The Edge Have an Excellent Balance Between Value & Volume, Ensuring I See Only the Research That Fits My Needs.

    - Portfolio Manager, $6bn Investment Fund, Connecticut, United States
  • The Global Spinoff calendars produced every month are real value-add to us. The Edge doesn’t miss situations…

    - CIO, $500m Family Office, Bahrain
  • The Weekly Call is invaluable and The Edge does a fantastic job of keeping me up to date with the analysis.

    - Andrew Buehler, Riveria Investment Group, NY-Based PE Firm