About Us

O’Neil Global Advisors (OGA) is an investment advisor founded in 2019 and led by key personnel from O’Neil Capital Management, the family office established by William J. O’Neil. Applying the data-driven methodology pioneered by O’Neil that has achieved proven success for six decades, OGA focuses on building algorithmic strategies based on proprietary quantitative factor research.

We work with sophisticated equity investors, including high net worth individuals, family offices, and institutional investors, who seek to earn uncorrelated absolute returns.

advanced technology &
empirical techniques

For our strategies to achieve this alpha, we use advanced technology and empirical techniques to analyze and quantify massive amounts of data to identify equity investment opportunities.

rules-based,
defined approach

Seeking to maximize returns against minimum volatility, we adhere to a rules-based, defined approach that blends fundamental, quantitative, and technical analysis with profile analysis and market timing.

The O’Neil name and the methodology create longevity and staying power that is unmatched by other asset managers and hedge funds.

Surviving, let alone thriving, across economic cycles – including multiple bull and bear market cycles – provides invaluable insight.

This long legacy today informs OGA’s approach to quantitative analysis, helping to identify opportunities and prove what will work.

Our History & Legacy

An investing legend and master stock picker, Bill O'Neil started his career as a stockbroker in 1958, and developed a strategy and approach which made early use of computers across investment management.
1

His entrepreneurial spirit fueled his ambition to help investors improve their portfolio performance with his unique stock picking process (the O’Neil Methodology), leading to the launch of William O’Neil Securities and William O’Neil + Company.

3

From his research, O'Neil invented the CAN SLIM® investment discipline and, finding immediate success, he bought a seat on the New York Stock Exchange (NYSE) at age 30 -- the youngest person to ever do so at that time.

2

To further the reach of his investing philosophy, O’Neil launched Investor's Business Daily (www.investors.com), a national business newspaper designed to distribute the research from his database.

4

An investing legend and master stock picker, Bill O'Neil started his career as a stockbroker in 1958, and developed a strategy and approach which made early use of computers across investment management.

From his research, O'Neil invented the CAN SLIM® investment discipline and, finding immediate success, he bought a seat on the New York Stock Exchange (NYSE) at age 30 -- the youngest person to ever do so at that time.

His entrepreneurial spirit fueled his ambition to help investors improve their portfolio performance with his unique stock picking process (the O’Neil Methodology), leading to the launch of William O’Neil Securities and William O’Neil + Company.

To further the reach of his investing philosophy, O’Neil launched Investor's Business Daily (www.investors.com), a national business newspaper designed to distribute the research from his database.

Fulfilling the heritage of Bill O’Neil’s lifelong commitment to investment management success and the global experience of the family office he founded, OGA is proud to carry on the O’Neil legacy with our investment strategies. We look to capitalize on the distinct advantages of a proven track record of an enterprise where innovation and technology remain a hallmark of our culture.

TODAY

Investment Risks
and rewards research

OGA’s objective is to research both investment risks and rewards and to translate them into quantifiable strategies, using a systematic approach to make them simplified, provable, and scalable, so that they can provide stable and consistent risk adjusted returns.

60 years
of history

We bring more than 60 years of history as an accomplished investment manager to deliver growth-oriented equity investment strategies designed to help our clients earn a profit on their portfolio.

data-driven
methodology

We do this by applying a data-driven methodology to complement our distinctive research into the fundamentals and technicals of stocks we believe have the highest likelihood of outperforming the markets.

investment in people,
process & tools

As part of the global O’Neil enterprise, we leverage a substantial ongoing investment in developing the people, process, tools, and infrastructure to support our innovative research and strategy development.

result-oriented
approach

We use our determined, results-oriented approach to portfolio management to make a difference in the investing success of our clients. As a firm we are at once quick and agile as we are analytical and thoughtful.

perfection &
simplicity

We seek perfection yet simplicity. And just as we look for provability of all strategies, we are, by our nature, optimists in our constant pursuit for winning ideas.

Our entrepreneurial culture encourages constant improvement by being fault-tolerant. This underscores a focus on performance, that is, an unrelenting commitment to objectively prove that an investment idea will perform under real market conditions. This attitude is sponsored by an ongoing investment in the firm’s advanced technological infrastructure – creating an environment more like a financial research & development laboratory than a traditional investment advisor.

Our Values

To earn the trust of each of our clients, we build our relationships on honest and straightforward dialogue, empathetic understanding of their investment goals, and commitment to honor our own values:

Excellence

Innovation

Integrity

Understanding

We
pursue

From continuous improvements to the hiring of top-notch talent, from the rigor of our due diligence and research to the performance of our investment strategies, we are committed to achieving excellent outcomes.

By investing in our institutional infrastructure of advanced technologies and the collaborative culture of our highly skilled people, we seek new and progressive ways to deliver desired results through innovative strategies.

We continue to burnish our reputation of high standards earned over the past five decades with every new interaction with our clients through humility, honesty, discretion, and the trustworthiness of our actions.

Fulfilling the O’Neil legacy, we actively pursue continuous learning as we work closely with our clients to help them understand and benefit from our research and insights.

Excellence

From continuous improvements to the hiring of top-notch talent, from the rigor of our due diligence and research to the performance of our investment strategies, we are committed to achieving excellent outcomes.

Innovation

By investing in our institutional infrastructure of advanced technologies and the collaborative culture of our highly skilled people, we seek new and progressive ways to deliver desired results through innovative strategies.

Integrity

We continue to burnish our reputation of high standards earned over the past five decades with every new interaction with our clients through humility, honesty, discretion, and the trustworthiness of our actions.

Understanding

Fulfilling the O’Neil legacy, we actively pursue continuous learning as we work closely with our clients to help them understand and benefit from our research and insights.

Our Team

The success of O’Neil Global Advisors – from our performance to our culture – is attributable to the talent and selfless collaboration of our team. With many specialists hired from outside the financial industry, our firm and our clients benefits from a diversity of thinking and a supportive internal network in which scientists, analysts, and portfolio managers teach each other with an open frankness and appreciation for the strength of each teammate.

Our Affiliates

O’Neil Global Advisors is part of a family of businesses dedicated to providing industry-leading customer service and information to our clients. A commitment to excellence prevails throughout our affiliate firms.
O’Neil Strategic Capital LLC makes investments in promising new and developing businesses seeking alternative sources of capital funding. O’Neil Strategic Capital will, in the right circumstances, provide startup financing, expansion financing, or a combination of both. O’Neil Strategic Capital is a source of private equity and is not registered with or regulated by the Securities and Exchange Commission or the Financial Industry Regulatory Authority.
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O’Neil Capital Management, Incorporated, the O’Neil family office, has investment interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The firm invests in global equities and provides financial guidance and funding for entities under the O’Neil family of businesses.
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William O’Neil + Company is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Company’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Company developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Company’s historic database and PANARAY® research platform. William O’Neil + Company is regulated by the State of California, the State of New York, and The Financial Conduct Authority.
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William O'Neil China Pvt. Ltd. (WON China) and its wholely owned subsidiary William O’Neil Shanghai Ltd (WON Shanghai) are research and information technology companies that develop investment research terminals and mobile apps for the Chinese equity investor. WON Shanghai also provides investment tools and education to the Chinese retail investor via the MarketSmith China investment app. WON Shanghai has a large information technology team engaged in new product development and continuous Chinese-language support of William O’Neil + Company’s flagship research tool PANARAY®.
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William O’Neil India Pvt Ltd (WON India) is a Registered Investment Adviser regulated by the Securities and Exchange Board of India. WON India collects and analyzes corporate financial data of more 70,000 global equities with a team of experienced equity analysts who provide research recommendations to a worldwide client base. WON India also provides investment tools and education to the Indian retail investor via the MarketSmith India investment app. WON India has a large Information Technology team engaged in new product development and continuous support of William O’Neil + Company’s flagship research tool PANARAY®.
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Founded in 1963, William O’Neil Securities is a broker/dealer providing trading services to institutional clients, including pension and mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through the firm’s trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise on domestically-traded companies on the NYSE, AMEX, and NASDAQ exchanges. With trading desks in New York, Boston, Chicago, and San Francisco, William O’Neil Securities is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.
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Founded in 1973, O’Neil Digital Solutions, Incorporated is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the financial services, digital media, healthcare, and transportation industries. O’Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations.
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