Home Top Stories ValueTalks With Jim Osman, CEO Of The Edge Group, On Special Sits And Upcoming Conference

ValueTalks With Jim Osman, CEO Of The Edge Group, On Special Sits And Upcoming Conference

When you purchase through our sponsored links, we may earn a commission. By using this website you agree to our T&Cs.

Today is a very special episode with Jim Osman. He is the founder and CEO of The Edge Consulting Group. He is also the CEO of Peer Advisory Group. Before this he was a special situations portfolio manager at Claridge Capital Management. He also brings two decades worth of special situations experience and expertise. He attended London Business School Investment Management. In today’s episode we discuss whatspecial situations and spinoffs are, the potential opportunities for investors, and his firm the Edge.

Please also check out the conference we are helping promote/run on June 6th 2018 – its a free conference geared towards institutional investors with all proceeds to The Alzheimer’s Association.

Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital:

Jim Osman special situations and spinoffs

 

Below is an excerpt from our conversation:

Raul: “How would you define special situations and spinoffs?”

Jim: “That is a good question because I think a lot of people will define special situations in their own way. I mean people call it merger arbitrage, risk arbitrage. We don’t tend to do that. Honestly it can be anything. How we view special situations is an event that will change the structure of the stock in the future and post that event perhaps it may have a new value. Usually these values are hidden is it is our job to try to find out where that value if any is going to benefit our partners and clients. Anything that can change the stock over time.”

1:17 – Can you tell me about your background and how you got started in the investment and finance industry? What attracted you to it?

2:14 – Can you tell me about your company The Edge?

4:17 – How would you define special situations and spinoffs?

5:07 – Would you consider them risky?

7:07 – Can you give me an example of a successful spinoff pitch? What were the key drivers to the outperformance looking back?

9:40 – Are special situations capacity constrained?

11:28 – When you invest in special situations and spinoffs, do you need to diversify?

13:39 – How did your firm develop their expertise and what is your expertise?

15:28 – Who are your mentors?

17:45 – What are your favorite books?

20:46 – You have a conference coming up, can you tell me more about it?

Enjoy and thanks for the listen!

Check out the conference here

Our Editorial Standards

At ValueWalk, we’re committed to providing accurate, research-backed information. Our editors go above and beyond to ensure our content is trustworthy and transparent.

Sheeraz Raza
Editor
Business

Chinese Stocks Jump on Promise of “Moderately Loose” Monetary Policy

David Moadel3 hours

The newly-announced measures mark a significant tonal shift in Chinese monetary policy Shares of Alibaba (NYSE:BABA), JD.com (NASDAQ:JD), Baidu (NASDAQ:BIDU), and other Chinese stocks rallied sharply Monday morning after the Chinese government announced stimulus measures to...

Want Financial Guidance Sent Straight to You?

  • Pop your email in the box, and you'll receive bi-weekly emails from ValueWalk.
  • We never send spam — only the latest financial news and guides to help you take charge of your financial future.