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
CNBC – Analyst Says It’s Buyers Beware for Investors Looking to Get in on the SPAC Surge
Feb 24, 2021 
Alex Korda, Global Deals anlayst, on the latest SPAC deals and why investors should be cautious. With CNBC’s Melissa Lee and the Fast Money traders, Guy Adami, Tim Seymour, Karen Finerman and Steve Grasso. The Edge’s SPAC Study is available to partners on the...
read moreJim Osman’s Three Top Picks at the MoneyShow Virtual Expo
Feb 22, 2021 
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...
read moreSPAC Winners Emerge From Industrials, Consumer Deals
Feb 9, 2021 
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...
read moreSPAC Analyst Sees Very Brief Window Before Stocks Lose Money
Feb 9, 2021
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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