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
The Stock Market Is At Record Highs, But Corporate Debt Is Ballooning. Here Is One Stock That Should Benefit.
Aug 4, 2021 
Credit agencies may be one of the big winners of the post-pandemic build back, as they ride the waves of economic instability and decide which consumers and businesses are worthy of credit lines and extra lending. They wield very real power. Deloitte reported this...
read moreCash-Hungry Emerging Markets Arrive Late to the SPAC Party – Reuters
Jul 29, 2021 
Emerging markets have so far been on the fringes of a fundraising boom using so-called SPACs or special-purpose acquisition companies, which could potentially unlock a vital new source of cash for entrepreneurs in developing regions. But the take-off of SPAC...
read moreJim Osman’s Top 3 Ideas With 50% Upside – Business Insider Interview
Jul 26, 2021 
Jim Osman is neither a growth, nor a value investor. “I am a fundamental investor overall,” Osman said. “I invest in solid companies and particularly in company change.” One key area of focus are special situations, where an investor will take...
read moreDeep Knowledge Investing – A Conversation with Jim Osman of The Edge
Jul 19, 2021 
Please join Gary Brode of Deep Knowledge Investing for a discussion with Jim Osman of The Edge regarding special situations investing. Jim will discuss how his firm identifies attractive special situation ideas as well as a couple of his favorite current ideas....
read moreConferences
The Edge Hidden Value Opportunities Conference
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