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
Who Is The King Of The Activists?
May 15, 2020 
Value creation is hard to come by, especially during ‘The Great Pause of 2020’ thanks to Covid-19. But what if your average investor knew how to tap into the brains of the most prolific and successful financial geniuses alive today? Now you can as The Edge (the...
read moreMadison Square Garden Spun Off Its Sport And Entertainment Businesses; Here’s Why Both Stocks Are Undervalued, Investors Say
May 6, 2020
Featured on Forbes – Article by Sergei Klebnikov: “With Madison Square Garden successfully completing the separation of its sports and entertainment businesses last month, the spinoff created two separate stocks that are both currently undervalued,...
read moreSachem Named ‘King of the Activists’ in New Study on Performance
Apr 29, 2020 
When Sachem Head Capital Management enters a new position, the stock normally doubles in two years. That was the largest return among 10 major activist investors, The Edge Consulting Group, a special situations research firm, told clients this week. A disastrous...
read moreTrump’s 5G China Security Deadline Will Force Nokia M&A
Apr 24, 2020
US President Donald Trump’s fury with China’s 5G security trickery will be laid bare in September after a deadline contained in the Secure 5G and Beyond Act of 2020 expires. By September 20, a big reveal of US security threats and vulnerabilities will be exposed as...
read moreConferences
The Edge Value in
Spinoffs Conference
Thursday, November 21, with The Edge bringing several premier money managers
to present… read more
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