Related Listing
  • The Edge C provides top rated fundamental analysis of Spinoffs, Special Situations, & Stressed Credit for both institutional investors and individual investors. Our team provides a unique idea flow in financial analysis to give our partners an Edge.



    Ever thought you were missing certain investment opportunities that were billed as “Special Situations?” Maybe you’ve just wondered what a “Special Situation” was?

    If you invest in the public markets starting with a fundamental view of companies, and you’re either a large or small investor, you cannot afford to ignore this space. Spinoffs, restructuring, insider buying, share buybacks and similar terms are familiar to you, but what are they exactly, and how do you take advantage of them?

    The Edge was established to provide actionable investments in public markets not normally seen by the mainstream. We provide full analysis and breakdowns of situations, fundamental numbers and target prices, and ultimately years of intelligence so that you can generate a return on your investment in us. We operate on a subscription basis – if you feel you are missing out on investing in this space, please contact us for a no obligation call on how we can help.

    For Individual Investors:

    Directly aimed at the nimble investor, The Edge Lite Series will bring the very best of our institutional intelligence at a fraction of the cost. The Lite Series gets to the heart of the problem that the investor who has limited budgets has. The exposure to real risk on limited resources and idea generation.

    Spinoff Report Lite for Global Spinoffs. Special Situations Lite for Global Catalyst Equity Investments and Stressed Credit Lite for Fundamental Credit ideas.

    For Institutional Investors:

    Est. 2005, The Edge provides deep level intelligence and analysis into Spinoffs, Special Situations and Stressed Credit on a Global basis. History has proven that this has enabled its partners to beat the index and ultimately protect and grow their assets.

    Intelligence & Trust Are Both Sadly Lacking in Our Industry Right Now… The Edge Consistently Brings Both! – Portfolio Manager, $1bn NY Mutual Fund

    Portfolio Lead




    Jim founded The Edge® in 2005 and leads the analysis and ideas process. He has one simple goal: Return on investment (ROI) for the Edge’s client partners.He has helped grow The Edge’s partners’ Assets Under Management (AUM) and contributed to their returns; significantly outperforming peers. The Edge’s Model Portfolio is used as accountability for all high conviction recommendations and it has beaten the market since inception. 201-399-4577

    The Edge provides early intelligence and engagement at levels unavailable anywhere else in the world today, at any price.

    Institutional investors can click here, and Nimble investors can click here for more information


    10,942 total views, 10 views today

  • 10,943 total views, 11 views today

  • No Records Found

    Sorry, no records were found. Please adjust your search criteria and try again.

    Google Map Not Loaded

    Sorry, unable to load Google Maps API.

  • Leave a Review

    Your email address will not be published. Required fields are marked *

    Rate this Listing (overall):