JIM OSMAN, FOUNDER & CEO
Jim founded The Edge in 2005 and leads the analysis and ideas process. He is passionate about ensuring that the analysis is geared towards ‘real situations’ and offers more than just a buy or sell-side analyst’s view. Jim brings to The Edge two decades of portfolio management experience in the securities and fund management industry. His vast expertise includes Special Situations and Spinoffs, as well as specialized equities and derivatives hedge funds, enabling him to ultimately bring real actionable ideas with a very simple view: Return on investment. Jim studied Investment Management at The London Business School.
RYAN MENDY, PARTNER EXPERIENCE & COO
Ryan is responsible for the firm’s overall client base and also its new business and marketing divisions. Ryan has an engrained vision for both original content intelligence and valuation discovery within equity Special Situations and corporate Spinoffs. Ryan ensures that the experience of any individual that partners with The Edge has research tailored to their needs ensuring only the ideas that fit their criteria are ultimately presented to them saving time and resource.
JONATHAN P. MORGAN, DEALS ANALYST & CLIENT PARTNER
The team led by Jonathan P. Morgan comprises ten highly qualified, full-time investment research analysts dedicated to identifying, tracking and analyzing Spinoffs equity & credit Special Situations on a global basis. It’s not only the forward-looking analysis that is important, but also the continuous examination of pre-existing facts to generate ideas and genuine value that helps the partners. One of Jonathan’s main roles is making sure that partners are constantly informed of up and coming analysis, focused purely on their needs enabling them to make faster and more savvy investment decisions.