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
Activist Shakeups Nearing for Hard-Hit Pandemic Picks
Jan 13, 2021 
Activist trading during the pandemic will lead to big shakeups in the year ahead for consumer, health and financial stocks, according to a special situations research firm. “Moving forward, we believe these are the sectors where activists are going to be involved in,...
read moreIAC Stock Has Soared Through Spinoffs And Vimeo Is Next. Here’s Why You Should Take A Look.
Jan 3, 2021 
Barry Diller of IAC is set to reap great rewards from his 15-year tech seed-and-harvest strategy of taking Vimeo public by June 2021. Back in 2004, omnipotent visionary Diller, 78, knew he was on to a good thing when he made inroads with Rochester Institute of...
read moreKnicks, Rangers Stake Taken By Egyptian Billionaire Reflects Sports Team Valuations
Dec 18, 2020 
Sportico – By Brendan Coffey, Dec 18, 2020 When Nassef Sawiris disclosed last week that he is the largest individual shareholder not named Dolan to own a part of the New York Knicks and Rangers, it raised a curious question: Why is an activist investor and...
read moreCorporate Insiders Rush to Sell Into Market Rally
Dec 16, 2020
One notable group is missing from the list of buyers amid the stock market’s relentless advance: corporate executives. Earlier this year they timed the March market trough, scooping up shares of their own companies at the fastest pace since 2009. Come December...
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