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
Jim Osman
Portfolio Lead
Jim founded The Edge® in 2005 and leads the analysis and ideas process. He has one simple goal: Return on investment (ROI) for the Edge's client 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
IAC Has Created $128bn of Value for Shareholders & There’s More To Come. Here’s Why…
Jan 4, 2022 
What happens when metrics are at the higher end of expectations? Government stimulus money has run dry and mostly everything is priced in. What do you do next? Smart managements have recognized hidden value inside themselves and have given shareholders enormous...
read moreTechInAsia – Why Traveloka may have been wise to give up SPAC route
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When the SPAC market was ultra hot, Indonesia’s Traveloka was among several notable firms in the region that planned to ride the wave. In April, the countryʼs leading travel unicorn was in advanced talks with Bridgetown Holdings, a special purpose acquisition...
read moreUBER’s Struggle Since The IPO & How It Has 50% Upside From Here
Dec 13, 2021
Uber Technologies, Inc. (UBER) listed on May 10th, 2019, with a build-up, subsequent fanfare, and a management promising big thigs for investors. It did not live up to this promise. After The Edge highlighted it was one to be avoided, a few days later after the...
read moreInsider Banks on Jackson Financial
Dec 5, 2021 
An interesting open market purchase took place recently (November 12) at Jackson Financial (JXN), observes Jim Osman, editor of the specialty advisory service, The Edge Spinoff Report. Chad Myers, current Vice-Chairman of Jackson Holdings LLC (a division of Jackson...
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