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 and trust are both sadly lacking in our industry right now. The Edge consistently brings 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 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 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 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
Translating Research into Actionable Intelligence. Profitable Investments for Global Money Managers
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 firstname.lastname@example.org