Testimonials

  • After Buffett's annual shareholder report, your analysis is MUST reading. I look forward to each report and drop whatever I am doing to dive in.

    - Value Portfolio Manager, NJ Investment Fund
  • A valuable product and service for our process in terms of early insight to global events & idea generation.

    - Portfolio Manager, $1bn Event Driven Fund, Boston
  • Intelligence & trust are both sadly lacking in our industry right now. The Edge consistently brings both.

    - Portfolio Manager, $1bn NY Mutual Fund
  • The Edge’s research is a critical component of our idea generation.

    - Shayan Mohammadi, Chief Investment Officer, Tessellation Capital Management, San Francisco
  • A comprehensive analysis of corporate activity in one detailed monthly report (Lite).

    - Chand Sooran, Value Investor, New York
  • Being clients for over 5 years and given we’ve over $26bn AUM and 20 analysts, you’re [The Edge] in an extremely rare position of being the only external advisor we have.

    - Portfolio Manager, $25bn NY Investment Management Firm
  • Saving time on analysis with a trusted partner makes a huge difference on optimizing capital for investing.

    - Cory Janssen, Investor & Co-Founder, Investopedia.com
  • The Edge Lite is an excellent research product for private investors which comprises of an exceptionally good monthly newsletter with buy/sell email alerts to keep your portfolio in check. If that’s not enough, Jim Osman is a very hands-on CEO who strives to make this product as relevant as possible and it is not uncommon for him to pick up the phone to talk to his subscribers.

    - Dr. Joseph McGill, Private Investor, United Kingdom
  • The Edge has helped me as a strong backup analyst on WestRock (WRK) and Ingevity (NGVT) recently in 2016 and Media Spinoffs such as Gannett (GCI) which I was able to make good a ROI on.

    - John Showel, CEO Como Asset Management LLC, Chicago
  • Thanks for making each report a fund read and for the valuable investment insights above all.

    - Value Portfolio Manager, NJ Investment Fund
  • It doesn’t make sense that funds pay $20K for Capital IQ and Bloomberg when they are not actually generating actionable ideas. The Edge provides analysis, not information.

    - Shayan Mohammadi, Chief Investment Officer, Tessellation Capital Management, San Francisco
  • I have seen various sell-side reports that claim to analyze this space, but I have not come across anything as consistent in approach across geographies as The Edge.

    - Portfolio Manager, Family Office, San Francisco
  • The Edge helped us put on larger positions faster, by assisting in developing conviction.

    - Private Investor, New York City, United States
  • The Edge have an excellent balance between value & volume, ensuring I see only the research that fits my needs.

    - Portfolio Manager, $6bn Investment Fund, Connecticut, United States
  • The Global Spinoff calendars produced every month are real value-add to us. The Edge doesn’t miss situations.

    - CIO, $500m Family Office, Bahrain
  • The weekly call is invaluable and The Edge does a fantastic job of keeping me up to date with the analysis.

    - Andrew Buehler, Riveria Investment Group, NY-Based PE Firm
  • The Edge's thorough research is very honest and straightforward. The team is readily available for any questions, and their detailed answers are quickly provided.

    - Jagdish Mehta, Chersus Holdings LLC
  • I like that your reports show your thinking. They read like your personal notes, and provide the depth needed to become comfortable with the idea.

    - Private Investor, Singapore
  • The 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, Canada