Testimonials

After Buffett's annual shareholder report, your analysis is MUST reading. I look forward to each report and drop whatever I am doing to dive in.

A valuable product and service for our process in terms of early insight to global events & idea generation.

Intelligence & trust are both sadly lacking in our industry right now. The Edge consistently brings both.

The Edge’s research is a critical component of our idea generation.

A comprehensive analysis of corporate activity in one detailed monthly report (Lite).

Being clients for over 5 years and given we’ve over $26bn AUM and 20 analysts, you’re [The Edge] in an extremely rare position of being the only external advisor we have.

Saving time on analysis with a trusted partner makes a huge difference on optimizing capital for investing.

The Edge Lite is an excellent research product for private investors which comprises of an exceptionally good monthly newsletter with buy/sell email alerts to keep your portfolio in check. If that’s not enough, Jim Osman is a very hands-on CEO who strives to make this product as relevant as possible and it is not uncommon for him to pick up the phone to talk to his subscribers.

The Edge has helped me as a strong backup analyst on WestRock (WRK) and Ingevity (NGVT) recently in 2016 and Media Spinoffs such as Gannett (GCI) which I was able to make good a ROI on.

Thanks for making each report a fun read and for the valuable investment insights above all.

It doesn’t make sense that funds pay $20K for Capital IQ and Bloomberg when they are not actually generating actionable ideas. The Edge provides analysis, not information.

I have seen various sell-side reports that claim to analyze this space, but I have not come across anything as consistent in approach across geographies as The Edge.

The Edge helped us put on larger positions faster, by assisting in developing conviction.

The Edge have an excellent balance between value & volume, ensuring I see only the research that fits my needs.

The Global Spinoff calendars produced every month are real value-add to us. The Edge doesn’t miss situations.

The weekly call is invaluable and The Edge does a fantastic job of keeping me up to date with the analysis.

The Edge's thorough research is very honest and straightforward. The team is readily available for any questions, and their detailed answers are quickly provided.

I like that your reports show your thinking. They read like your personal notes, and provide the depth needed to become comfortable with the idea.

The Edge is an excellent source for serious asset allocators looking to complement their own diligence of Special Situations.