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
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