SpecialSpecial SituationsSituations

FUNDAMENTALLY DRIVEN CATALYST INVESTMENTS

 

A special situation in finance is an unusual occurrence that has a significant likelihood of changing the future direction of a company and materially affecting its value. They are a catalyst to moving the stock price and come in many forms.

The Edge will look to screen and analyze these ideas including Reverse Morris Trusts; Squeeze Outs; Privatizations; Demutualization; Deep Discounted; Rights Issues; Rights Offering; Restructuring; Insider Purchases / Buying Change of Management / CEO Change; Deteriorating fundamentals; Post-Bankruptcy; Reorganization; Tender Offer; M&A Deals; Secondary Offering; Share Swap; Thrift Conversions; Share Buybacks; Activist; Mergers.

These are all analyzed from a fundamental point of view.

  • Multiple Global Presented InvestmentsInvestment ideas presented will not only match your investment criteria, they will be sourced from around the developed World to give you global coverage ensuring you and your team will never run out of ideas.
  • Diverse Under Covered Events AnalyzedLong & short ideas analyzed with no or little coverage and from the investment angle covering multiple situations. This will enable you to jettison your Wall Street blanket research costs and start adding real actionable value.
  • Unique In-House Projections & AnalysisHow can you trust the research given to you? Most research use numbers from the usual sources, which are inherently incorrect. The Edge has a dedicated analyst team who qualifies, check and make their own projections. It produces hidden value you won’t find anywhere in your day-to-day screening.

GENERATE SUPERIOR ROI THROUGH CATALYST INVESTING

"The Edge is one of only three advisors I speak with on
The Street…"
- Portfolio Manager, $20bn US Investment Fund, NYC

Companies We Cover

Companies We Cover

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