Investment Ideas You Can Trust
Fundamental Analysis of Spinoffs, Special Situations & Activist Ideas
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
The Edge look at and analyzes ideas in three very under-covered areas:
1) Spinoffs – the creation of an independent company through the distribution of new shares of an existing business or division of a parent company.
2) Special Situations – an unusual occurrence that has a significant likelihood of changing the future direction of a company and materially affecting its value.
3) Activist Investing – buying a sizable portion of a company's stock with the intention of exerting pressure on the management group to make a particular set of changes to the business.
Jim Osman
Portfolio Lead
Jim founded The Edge® in 2005 and leads the analysis, business transactions, and ideas process. He has one simple goal: Return on investment (ROI) for the Edge's client business 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 relevant indices since inception.
+1 (973) 867 7760 jo@edgecgroup.com
The Edge Group’s Jim Osman on Alibaba Spinoff Investment Opportunity
Mar 29, 2023 
Jim Osman, The Edge Group, joins CNBC’s “Fast Money” to discuss the fallout from the Alibaba...
read moreAlibaba Is Laying the Ground for a Breakup. Amazon and Alphabet Should Do the Same.
Mar 29, 2023 
Alibaba Group Holding is radically shaking itself up, which is sending shares higher. Amazon.com and Alphabet , Google’s parent, may want to take note of the plan and the stock’s reaction. Tuesday, the Chinese internet company unveiled a new organization structure....
read moreBloomberg – Alibaba Breakup Shows Global Tech Giants a Way to Unlock Value
Mar 28, 2023 
A plan to split Alibaba Group Holding Ltd. into six units sent the company’s stock soaring Tuesday while introducing a potential model for global tech giants facing mounting breakup pressures. In addition, US tech giants like Meta Platforms Inc. and Amazon.com Inc....
read moreWhy Every Good Stock Market Investor Needs A Breakup
Mar 9, 2023 
Divorces, as anyone who has been through one (and I haven’t) will tell you, are expensive. Ask Jeff Bezos. In 2019, Jeff and MacKenzie finalized their separation, which, at roughly $160 billion, set a financial world record that will be difficult to beat. Were they...
read moreConferences
The Edge Alzheimer’s Fundraising Conference
FEATURED IN
