In light of recent market movements and to rebalance the Catalyst Model Portfolio, we have increased on several high conviction names and reduced the weighting of the largest holding in a partial booking of profits. Please see inside the alert for the list of actions taken at the end of today's (June 29) VWAPs.
29 June 2020
Value investing is dead and The Edge Group is predicting the Catalyst Space as the new trend for 2020. The Edge Group LLC, the global leader in Catalyst, Special Situations and Spinoff research, has acquired substantially all of the assets of WhiteSand Research LLC, offering money managers even greater access to unique market intelligence in the niche Catalyst, Special Situations and Spinoff space.
14 January 2020
This exclusive conference hosted the best of the investing world on Thursday, November 21, with The Edge bringing several premier money managers to present their current ideas in the Special Situations space and updated US performance data from The Edge’s own research team. $5,000 was raised through the event and given to The Alzheimer’s Association, all from attendees’ discretionary donations. In total, The Edge's three conferences have raised nearly $16,000 for the Alzheimer's Association.
03 January 2020
The Edge is holding its third annual conference at The Penn Club in NYC on Thursday, November 21, 2019. This non-profit conference has limited space and is always full. The conference is free to attend with a donation, 100% of which goes to The Alzheimer's Association. So far we have raised nearly $11,000 from previous conferences. The Edge will bring together experienced investment professionals, each bringing their views on how to make the most of this undercovered area.
30 October 2019
He’s hated by the majority of New York sports fans and for good reason, but James Dolan knows exactly what he has in store for loyal followers of the Knicks and the Rangers. Most die-hards will do anything for their favorite teams, and that is exactly what Trump-supporting impresario Dolan is banking on with his plans to offer fans the chance to own them. Read more on The Edge's thoughts on the upcoming MSG break-up...
19 September 2019
As Arconic, Inc. (ARNC) is one of our largest positions in the Spinoff Model Portfolio and has seen a significant stock price increase over the past month (+18% over June), we are reducing our stake in the major industrials player. We do still see strong potential for value creation in this company as it continues to progress toward its break-up next year, especially considering the previously highlighted insider buying.
01 July 2019
There are nearly thirty upcoming Spinoffs on the global calendar, ten of which are scheduled for completion before the end of summer. As we're taking a look at the most interesting of these (Arconic (ARNC), Tenneco (TEN) and Corteva (CTVA) in particular) for potential inclusion in the Model Portfolio, our current positions are booking profits and reweighting ahead of new entries.
02 May 2019
To increase product value, we are partnering with George Muzea, the world's #1 expert on analyzing insiders and their purchases and sales, starting February 1, 2019. His 40+ years of experience will benefit you in three ways - read on inside for more details.
14 January 2019
If all Spinoffs make money, why isn’t every situation an invest-able winner? In this non-profit (100% proceeds to The Alzheimer’s Association) conference, The Edge is bringing together experienced investment professionals each giving a different insight on how to make the most of this under-covered strategy.
02 November 2018