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
US Vivendi Investors Were Shortchanged, But ABBA Mania & George Lucas Are The Key To Great Growth For UMG
Oct 12, 2021 
Pioneering Universal Music Group will have exponential growth with a stellar team truly embracing the digital universe and this will eventually result in great returns for US investors, according to The Edge. In February, Vivendi SE’s (VIV FP) management board...
read moreWSJ – Wine Deal Making Surges as Investors Look Past Covid-19 Woes
Oct 7, 2021 
Deal makers have targeted the wine industry, as investors bet on rising prices for winery acreage despite a Covid-19 hit to demand for the beverage. Deals by private-equity funds to invest in wineries, vineyards and distributors have risen 75% in 2021 so far, compared...
read moreBillions Deep Dive with Special Situations Investing – George Aliferis & Jim Osman
Oct 5, 2021 
Finding an edge in financial markets is hard. We explore the Special Situations opportunity with our guest expert. How does it work? Why is it an opportunity? Can it work for Axe Capital? Jim Osman (Founder & CEO of The Edge) provides insight into the Special...
read moreFinding an Edge in Financial Markets – Podcast Interview with George Aliferis
Sep 27, 2021
This is the inaugural episode of The Fintech Files podcast v2.0. In this episode, I’m [George Aliferis] speaking with Jim Osman the founder of The Edge Consulting Group, a research boutique specializing in sourcing special situation investments, such as Spinoffs...
read moreConferences
The Edge Hidden Value Opportunities Conference
FEATURED IN
