Jim Osman
Portfolio Lead
Partners to the Edge will experience a unique style of actionable idea flow with Jim overseeing each detailed analysis.
Jim brings two decades of fundamental Spinoff, Special Situations and Activist Ideas experience which is used to help partners identify, not only investment ideas, but more importantly identifying the specific needs of the money manager’s investment process whilst adding additional intelligence in a modern market where valuation alone is not enough to make a return on capital.
Jim studied Investment Management at The London Business School. He is married, a father of two and regularly competes in triathlon at Ironman & Half Ironman distance.
Jonathan Morgan
Jonathan leads the deal analysts by ensuring clients are up to date with situations in all three asset classes, enabling them to be ahead of their competitors, reduce analyst workload and gain a return on their investment.