Investment Ideas You Can Trust

Fundamental Analysis of Spinoffs, Special Situations & Activist Ideas


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  • Spinoffs
    Squeeze Outs
    Rights Offering

    Insider Purchases Buying Change of Management
    Change of Managements/ CEO Change
    Deep Discounted Rights Issues
    Post Bancruptcy Investment Analysis
    Reverse Morris Trusts

    Distressed Credit
    Activist Ideas
    Tender Offers

  • The Edge’s Focus is on You, Saving You Time & Money Consistent Outperformance by the Model Portfolio Provides ROIMulti Skilled Analysts Provide Intelligence, Keeping You Ahead of PeersMore…

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 and trust are both sadly lacking in our industry right now. The Edge consistently brings both…

- 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…

- 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 the 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,

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

OUR 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, 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 market since inception.
+1 (973) 867 7760

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The Edge hosts regular ideas conferences at the exclusive Penn Club in New York City with guest speakers presenting live ideas in the Spinoff, Special Situations and Activism spaces
OCTOBER 6, 2020

The Edge Hidden Value Opportunities Conference

With many thanks to the generosity of over 100 attendees, The Edge raised more than $6,000 at its fourth annual ideas conference. Viewers of this first-ever digital event heard from experts in catalyst investing… read more

See All Conferences

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