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Fundamental Analysis of Spinoffs, Special Situations & Stressed Credit


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  • Spinoffs
    Squeeze Outs
    Rights Offering

    Insider Purchases Buying Change of Management
    Change of Managements/ CEO Change
    Deep Discounted Rights Issues
    Post Bancruptcy Investment Analysis
    Reverse Morris Trusts

    Distressed Credit
    Stressed Credit
    Tender Offers

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- 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

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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

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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.
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Jim Osman’s Three Top Picks at the MoneyShow Virtual Expo

Jim Osman’s Three Top Picks at the MoneyShow Virtual Expo

On February 18, 2021, The Edge CEO & Founder Jim Osman highlighted three value catalyst situations to watch in 2021 at the MoneyShow Virtual Expo, as well as detailed how The Edge tracks and advises on similar ideas for investors. Please see below for the full...

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SPAC Winners Emerge From Industrials, Consumer Deals

SPAC Winners Emerge From Industrials, Consumer Deals

Blank-check companies that find targets in the consumer defensive and industrial sectors are the most profitable for investors, a new study shows. About 80% of SPACs that use proceeds from their initial public offering to buy a consumer-defensive firm go on to...

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SPAC Analyst Sees Very Brief Window Before Stocks Lose Money

SPAC Analyst Sees Very Brief Window Before Stocks Lose Money

The longer a portfolio holds a special purpose acquisition company, the worse it’s going to perform, according to a new study by a special situations research firm. Most SPACs lose money after finding a company to acquire, and they do so at an accelerating rate over...

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The Edge hosts regular ideas conferences at the exclusive Penn Club in New York City with guest speakers presenting live ideas in the Spinoff, Special Situations and Activism spaces
OCTOBER 6, 2020

The Edge Hidden Value Opportunities Conference

With many thanks to the generosity of over 100 attendees, The Edge raised more than $6,000 at its fourth annual ideas conference. Viewers of this first-ever digital event heard from experts in catalyst investing… read more

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