Investment Ideas You Can Trust
Fundamental Analysis of Spinoffs, Special Situations & Stressed Credit
A valuable product and service for our process in terms of early insight to global events & idea generation…
- Portfolio Manager, $1bn Event Driven Fund, BostonIntelligence and trust are both sadly lacking in our industry right now. The Edge consistently brings both…
- NY Mutual FundThe Edge’s research is a critical component of our idea generation…
- Shayan Mohammadi, Chief Investment Officer, Tessellation Capital Management, San FranciscoA comprehensive analysis of corporate activity in one detailed monthly report…
- Chand Sooran, Value Investor, New YorkBeing clients for over 5 years and given we’ve over $26bn AUM and 20 analysts, you’re [The Edge] in the extremely rare position of being the only external advisor we have…
- Portfolio Manager, $25bn NY Investment Management FirmSaving time on analysis with a trusted partner makes a huge difference on optimizing capital for investing…
- Cory Janssen, Investor & Co-Founder, Investopedia.comThe 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, CanadaOUR 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.
+1 (973) 867 7760 jo@edgecgroup.com
Playboy Could Be The King of SPACS – Here Are Three Picks
Oct 20, 2020 
Playboy Enterprises may well end up being king of these three SPACs due to its vintage brand value and other offerings like gaming. And with its new motto “Pleasure for All,” it is by far the best known example of so-called “‘blank check” companies. Since SPACs (or...
read moreJim Osman Highlights 3 Catalyst Situations – Business Insider Interview
Oct 15, 2020 
“Growth is the new value investing.” That’s what Jim Osman, the founder of The Edge Group, said when asked about how he was dissecting today’s prevailing market landscape. “I’m a value investor at heart, but it just is dead,”...
read moreAvoid IPOs With Helicopter Parents, Traders Warned
Oct 9, 2020 
Traders looking for the next winning IPO should seek carve-outs that make a clean break from their parent companies, according to a new study. IPOs from carved-out businesses outperform when their parent company fully exits an ownership stake, compared to those in...
read moreHere’s Why You Should Be Buying Pfizer Like Its Insiders
Aug 25, 2020
Wall Street deal maker Ronald E. Blaylock has just made his first investment in Pfizer stock three years after he joined the board — signalling there is about to be an upward move in the company’s fortunes. The Corporate Governance insider, who sits on the Audit...
read moreConferences
The Edge Value in
Spinoffs Conference
Thursday, November 21, with The Edge bringing several premier money managers
to present… read more
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