WSJ MarketWatch: Reports from Bloomberg show between 2007 and 2015, the fundamental performance benchmark index used by funds, the MSCI World has returned investors an unsightly +0.12% growth a month vs. +1.17% from boutique corporate break-up valuation specialists, ECG (The Edge Consulting Group) to its notable following of buy-side partners.
News & Press
ECG Global Spinoff Portfolio Returns +830% Over MSCI World Index, Potential Break-ups Heat-up
Apr 24, 2015
Sky-high expectations for release of Amazon Web Services’ numbers, The Edge Group pushes Spinoff
Apr 22, 2015
By Jay Greene, Senior Writer, The Seattle Times: Much of the interest in Amazon’s earning report for the first quarter will focus on financial results of its Amazon Web Services data operation. This will be the first time the company is breaking out AWS numbers publicly. When Amazon.com reports its quarterly financial results Thursday, the company will do something it has never done before: provide detailed financial information about its Amazon Web Services division.
Market Bubble? ‘Not Yet’ Say The Edge Consulting Group
Apr 21, 2015
New York, April 21, 2015: As many pundits in the media are talking up the apparent equity bubble we are in, one leading adviser stands out as having a different view. The Edge Consulting Group has for 10 years been quietly providing an excess return for clients in the global special situations space amid a mass of noise in the markets. The Edge, a bottom up fundamental research house specializing in value based research to renowned funds and money managers indicate that they believe there is.
America’s mega-banks, expert says it’s time for those to be cut down to size
Apr 20, 2015
By Doug Whiteman, Editor, Bankrate.com: In this podcast, you’ll find out about a new CareerBuilder study that found many companies ask questions that are so inappropriate they’re illegal. And, if your money is in one of America’s mega-banks, you’ll learn why one expert says it’s time for those to be cut down to size.
Asking market pros: What will drive stocks?
Apr 16, 2015
By Doug Whiteman, Staff Writer, Bankrate.com:
BARRON’S: 5 Spinoffs That Could Spin Higher
Apr 11, 2015
By Alexander Eule, Staff Features Writer, BARRON’S:
Shell-BG megadeal could push others in oil patch to rethink growth, M&A wave coming says The Edge
Apr 9, 2015
By Shawn McCarthy and Jeffrey Jones, Staff Writers, The Globe and Mail: “We believe this [deal] proves an M&A wave is with us through 2016, which will be bigger than ever,” said Ryan Mendy, chief operating officer at Britain-based Edge Consulting Group, an independent consulting firm. It will force other companies “to focus on their own potential strategies. The remaining companies are now forced to either push to survive alone, spin off a segment to streamline and unlock value for investors,.
Truth is 40% of Spinoffs Don’t Work! The Edge Reveals the Top 5 That Will, Plus See M&A Next
Apr 1, 2015
NEW YORK – Yahoo! Finance: Spinoffs are the hidden-value that everyone wants to get hold of, right? The real fact is that 40% of newly listed names are either flat or produce a negative return for the first year. So what’s all the fuss about? With over 100 due in the next year, the truth lies within looking beyond the fallacy of the event and analysing the numbers.
How the Heinz-Kraft merger is part of a consumer staples feeding frenzy. Greater spinoff M&A to come says The Edge
Mar 25, 2015
By Jonathan Ratner, Senior Staff Writer, Financial Post: If Warren Buffett likes ketchup with his mac ‘n’ cheese, it’s probably less about the taste and more because he thinks there is no end in sight for the market’s appreciation of the consumer food sector. The Oracle of Omaha’s Berkshire Hathaway Inc. on Wednesday teamed up with Brazilian private equity firm 3G Capital Partners LP to buy Kraft Foods Group Inc. and merge it with H.J. Heinz Co. The companies did not disclose the value of the.
Future Spinoffs: The path to value creation and how weak governance is hunted by Activists Sandell, Trian Partners and Carl Icahn
Mar 20, 2015
Josh Black, Editor, Activist Insight, March 2015: When Carl Icahn is on a roll, the veteran activist doesn’t like to leave the table early. So when the internet auction site eBay, which Icahn had successfully called on the previous year to spin-off Pay Pal, reached out to ask for advice, he had plenty. The corporate governance reforms sought by Icahn amount to stripping the six companies that will emerge from the divisions of eBay, Gannett and Manitowoc, of takeover defenses that will make it.