Model Portfolio Update
The Edge Model Portfolio Monthly Reviews - November 2019
We are currently conducting a review of our picks (both Model Portfolio and otherwise) in 2019 - watch for this and our commentary shortly! In the meantime, the Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.

ESR Model Portfolio Monthly Review: November 1, 2019
(12 Year Track Record, +82% Absolute Return Over 144 Months) / 3 Announced Break-Ups in October for 2020)

ESS Model Portfolio Monthly Review: November 1, 2019
(6 Year Track Record, +32% Absolute Return Over 83 Months)

ESC Model Portfolio Monthly Review: November 1, 2019
(3 Year Track Record, +22% Absolute Return Over 46 Months)

Dear Partners, Our purpose is to generate you a significant return on your investment in both us and our ideas for you and your investors. Please see above for The Edge Model Portfolio Monthly Reviews.
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