Jim Osman

Jim Osman

Formal First Name

Jim Osman is the Founder and Chief Vision Officer of The Edge®, a firm that provides its clients with the ability to access hidden corporate value from global special situations. In his role, Jim leads the analysis and ideas process to make sure return on investment for the firm's client partners. In addition, he is also a frequent contributor to Forbes, for hedge funds and private equity concerns. Jim brings more than 3 decades of industry expertise analyzing companies as well as managing money. He specializes in fundamental spinoff, special situations and distressed credit experience. Jim has appeared in various financial publications such as Barron’s, Wall Street Journal, and Bloomberg, and is a passionate fundraiser for The Alzheimer’s Association.

Professional Experience

Academic History

  • Jim Osman has helped 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.

  • My firm analyzes investment opportunities due to corporate change and produces actionable research for global money managers.

  • Jim identifies the specific needs of the money manager’s investment process whilst adding additional intelligence in a modern market.

  • Prior to founding The Edge, Jim was CEO of Peer Advisory Group at Vistage Worldwide, a global organization that assembles and facilitates private advisory boards for CEOs, senior executives and business owners.

  • He was also a Special Situations Portfolio Manager at Claridge Capital Management, a London-based hedge fund with a focus on special situations.

  • Jim also served as Portfolio Manager and Trader in various financial institutions prior to joining Claridge Capital Management.