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 a stake in a company based on a particular catalyst that carries with it the potential for a significant increase in future value. Such catalysts could include spinoffs, insider buying and management changes. It’s a strategy that works. More than 200 clients, who have a total of $400 billion under management, each pay a minimum of $1,000 a month for special situations research from Osman’s firm, The Edge Group.
When Insider spoke to Osman this time last year, in the midst of the pandemic, he was recommending investors to take advantage of a few emerging themes, with stock picks based off of technological advancements and a younger, more-insular consumer. Equity investors have seen huge returns, as the economy has broadly recovered and the US stock market has continually reaches new highs. Osman is now focused on how his clients can ringfence those profits.