Insider Purchases Buying Change of Management
Change of Managements/ CEO Change
Deep Discounted Rights Issues
Post Bancruptcy Investment Analysis
Reverse Morris Trusts
- 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, Investopedia.com
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
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 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 email@example.com
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 more
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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 more
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