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
News and Press
Uber IPO: Why This Could Be A Mythical Unicorn
If you’re planning to pop the champagne corks as Uber becomes the third-largest IPO on record in what’s being coined the “stampede of unicorns,” it might be worthwhile disregarding the bombastic puffery and taking a step back from the herd....
read moreExclusive: Shareholders Are King As Activist Cruiser Warns Boards Are Broken
American activist Cruiser Capital has a message for CEO’s and board directors across the country: shareholders are king. Straight-talking Chief Investment Officer Keith Rosenbloom insists boards have forgotten who they are there to represent. And he says the entire...
read moreInsider Buying And A Spinoff Mean It’s Time To Take A Second Look At Arconic
The serving Chairman and newly appointed CEO of the aluminum giant Arconic, which is facing a class action suit following the deaths of 72 victims in the London Grenfell fire in 2017, is cashing in and could make as much as $20 million in just a year as he takes a...
read moreWhy Debt, Scandal, And An Angry Trump Should Have AT&T Considering A Break-Up
It’s got the scorch of a blistering Dallas plot: debt, politics, sex, and media-moguls-at-war, which all has the potential to spark a fresh break-up where shareholders are the ultimate winners. Forget Barbarians at the Gate and welcome to the world of AT&T; the...
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