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
MoneyShow’s 2021 Mid-Year Top Picks
Jun 23, 2021 
In 2021’s mid-year update, The MoneyShow has featured two of Jim Osman and The Edge’s top conviction ideas – Harley-Davidson, Inc. (HOG) and IAC/InterActiveCorp (IAC). See inside for more details. Continue reading the full...
read moreMerck’s New Spinoff Organon Shows How Women’s Health Can Provide Fertile Ground For Investment. Here’s Why.
Jun 15, 2021 
It may be 2021, but the issue of women’s health – especially reproductive rights, birth control and fertility issues – is one which still provokes heated debate and makes headlines around the world. Considering the global women’s health market is predicted to be...
read moreHow You Can Save The Planet And Still Make Money. Here Are 5 Stocks To Consider As Investments.
May 21, 2021
The word “green” is never far from the headlines right now. Talk to any Gen Z’er or millennial and they will list the ways we need to do better for our planet. They’re not wrong, but the kind of “green” Wall Street gets excited about is the color of our dollar bills....
read moreA Buried Scandal, Shedding Of Assets, And Forthcoming Spinoff Means Substantial Upside For Bausch Health
Apr 28, 2021
Having a troubled past under the name Valeant, Bausch Health Companies (BHC) saw its leverage balloon. The stock price fell over 90% from its high and forced the company to make major changes including a name change, shedding assets to reduce debt, and an upcoming...
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