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 – Western Digital Share Sale Signals Spinoff Progress
Feb 2, 2023 
Western Digital Corp. appears closer to spinning off its flash business after disclosing new details about financing and its strategic review. Earlier this week, the firm detailed a $900 million sale of convertible preferred stock to investors including Apollo Global...
read moreBloomberg – J&J’s Kenvue IPO Sets Up Future Tax-Free Distribution
Jan 9, 2023
Johnson & Johnson’s decision to hold a traditional IPO for its consumer health unit raised some eyebrows on Wall Street due to the moribund new issues market, but analysts say it makes sense when viewed as part of a two-step process. Shares of J&J are down...
read moreThe Wall Street Journal – GE’s Spinoff Deserves Healthy Skepticism
Jan 7, 2023 
Healthcare spinoffs are everywhere you look these days. Just in the first week of January, Johnson & Johnson’s consumer unit Kenvue officially filed for an initial public offering, GE’s newly spun-off healthcare unit started trading and Baxter...
read moreBloomberg – Spinoffs Heat Up as Companies Seek IPO Alternatives
Nov 22, 2022
Slow going in the IPO market is fostering an unusually packed calendar of tax-free spinoffs as companies seek to boost value by floating parts of their business. Fortune Brands Home & Security Inc. climbed 1.5% on Tuesday after its board of directors approved the...
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