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
Bloomberg – Kenvue Success Puts Pressure on Peers With Consumer Health Arms
May 18, 2023 
A strong trading start for Kenvue Inc. — the unit of Johnson & Johnson that makes brands including Tylenol — is showing similar pharmaceutical giants the benefits of spinning off their consumer health divisions. The stock’s 23% rally in just two weeks after its...
read moreThe Psychology Of Investing. How To Avoid Losing.
May 1, 2023 
“The majority is always wrong; the minority is rarely right.” A lasting quote from Norwegian playwright Henrik Ibsen. A concept I buy very much into. It’s much like the Pareto Principle, also known as the 80/20 rule, which states that roughly 80% of the effects come...
read moreBloomberg – J&J’s Kenvue IPO Shows Rivals How to Spin Off Profits: ECM Watch
Apr 26, 2023
The spinoff of Johnson & Johnson’s consumer health business is the latest example of conglomerates looking to unlock value as investors flock to smaller, more nimble companies in a market environment more focused on profits than revenues. The company, which will...
read moreSpinoff – What does the spinoff of parts of the company bring to the shareholders?
Apr 19, 2023 
From General Electric and 3M to Novartis and ABB to Alibaba and Vale: The trend is towards outsourcing of corporate divisions. The Market shows how the transactions affect the stock price and provides three examples. So it’s no wonder spin-off announcements are...
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