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
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
Why The FAANG Stocks Could Be Your Next 50% Upside Bet
Apr 13, 2021 
After a year in which the world has become even more reliant on the tech giants, it looks like FAANGs are set to get an even bigger bite of the cherry – as analysis from The Edge daringly predicts. The global dominance and brand awareness of Facebook, Amazon, Apple,...
read moreHow to Make a Return in Volatile Markets with an Event Driven Strategy
Apr 9, 2021 
On April 6, 2021, The Edge CEO & Founder Jim Osman joined the MoneyShow Virtual Expo to discuss how value catalyst ideas help investors to make returns in volatile markets, as well as highlighting a major call for break-ups at leading tech firms. Please see below...
read moreThe SPAC Craze Reaches China
Apr 5, 2021 
Wall Streetʼs latest craze for SPACs has reached a new frontier: China. These so-called blank check companies — which raise money, go public and merge with a private company, typically within two years — have already raised $97 billion in 2021, according to...
read moreArchegos Stocks Start Uphill Climb After Block Trades
Mar 31, 2021 
Stocks sold in an extraordinary torrent of recent block trades are poised for further selling pressure in the weeks ahead. Goldman Sachs Group and Morgan Stanley have spearheaded more than $20 billion of these unregistered stock sales since Friday, according to people...
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