Every investor wants a sustainable edge—a system that produces strong returns and is repeatable. Some investors look for the cheapest stocks. Others look for growth. Still others focus on exploiting trading arbitrage. There are many ways to try to earn a return.
London native Jim Osman has his own, unconventional way to invest. A Wall Street veteran who spent almost a decade at Société Générale, he wasn’t happy pitching typical analyst research to institutional brokerage clients. Instead, he was drawn to special situations—underfollowed companies, unique circumstances, or difficult-to-understand investments. In a Q&A with Al Root of Barron’s, Jim describes his thinking behind Special Situations as compelling investments and several of his current ideas.
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