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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…
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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
Apr 20, 2022 
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
Apr 20, 2022 
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
Apr 13, 2022
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
Apr 8, 2022
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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