TheEdge


Investment Ideas You Can Trust



Fundamental Analysis of Spinoffs, Special Situations & Stressed Credit

Institutional

What Kind of
Investor are You?

Individual
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  • Over 75 Global Situations Analyzed Per YearLogosMore…
  • The Edge’s Focus is on You, Saving You Time & Money Consistent Outperformance by the Model Portfolio Provides ROIMulti Skilled Analysts Provide Intelligence, Keeping You Ahead of PeersMore…

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

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.
+1 (973) 867 7760 jo@edgecgroup.com

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