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- 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…
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- 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, 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 jo@edgecgroup.com
Real Money – What to Do With AT&T and Warner Bros. Discovery After the Split
As most investors are aware, AT&T (T) has just undergone a significant change. The telecom firm combined its WarnerMedia with Discovery operations to create a new global entertainment company called Warner Bros. Discovery, Inc. (WBD). Three leading advisors, all...
read moreBloomberg – Ghost of Valeant Haunts Bausch Health Spinoffs
Investors are on tenterhooks for the potentially imminent launch of a pair of initial public offerings in Bausch Health Co.’s eye-care and skin-care units. But tens of billions of dollars in debt left over from its days as Valeant Pharmaceuticals remain a big question...
read moreSpinoff Expert Tunes in to Warner Bros. Discovery
Warner Bros. Discovery has become the third largest streaming media powerhouse behind Netflix (NFLX) and Disney (DIS) — and operates with the following segments: Advertising, Distribution and Content Generation (together contributing 65% to revenues at $33.8 billion...
read moreValue Crunch Fuels IPO Plans for CI Wealth Management
A plan by CI Financial Corp. to spin off its U.S. wealth-management represents the next phase of a pivot by management toward stabilization after a spree of acquisitions, according to an analyst who specializes in spinoffs. Shares in the Canadian wealth management...
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