News &
Commentary

O’Neil Global Advisors looks to keep our clients up to date on topics about investment management as well as news about the broader O’Neil enterprise. We welcome the opportunity to discuss with you our commentary and other items posted here.

News

May 31, 2024

William O'Neil + Co. at the PMI 2024 Forum

William O’Neil + Co. executives will be attending this year’s annual PMI Forum in Austin TX from June 9-June 12th. Our company is honored to be involved in exchanging ideas with the leaders and experts of the Portfolio Management Institute. We look forward to seeing you there.

May 16, 2024

2024 AGF Charity Golf Classic

O'Neil Global Advisors affiliate company, William O’Neil Securities, is pleased to be a 2024 Sponsor for the annual AGF Charity Golf Classic held on May 27th. This fun event is held by AGF Investments to support and fund graduate scholarships for children of military families. We are grateful to have this opportunity to give back.

March 27, 2024

Randy Watts on Reuters

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Reuters for a Sectors Up Close segment to discuss how semaglutide made Novo Nordisk the most valuable company in Europe, but that it’s the just the beginning for weight loss drugs. View Now!

February 28, 2024

O'Neil Global Advisors and William O'Neil + Co. at CMT Dubai

Our executives, Steven Birch, CEO at O’Neil Global Advisors, Gregory Jannetta, CEO at William O’Neil + Co., and Matthew Coll, Head of Business Development at O’Neil Global Advisors, brought their expertise to the #CMTSummit in Dubai this year. They shared cutting-edge insights about how our family of companies applies the O’Neil Methodology to discover alpha-generating ideas. Interested in learning more about how we leverage our data to drive investment success? Connect with us!

February 26, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining the remarkable run of Technology stocks and what it may mean for the larger market. Read More!

February 14, 2024

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to discuss how the CPI shows the resilience of the U.S. economy. View Now!

February 02, 2024

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitive Broadcast for a Market Insight segment to discuss whether the bumper jobs growth number may dampen chances for a Fed rate cut.

January 31, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes explore whether the month of January is a good barometer for the full year. Read More!

December 22, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes reviewing 2023 and looking ahead to what we can expect next year during the presidential election. Read More!

December 20, 2023

Dean Kim on CNBC-TV 18 India

Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently and said he remains constructive on the Indian market. Watch Here!

December 20, 2023

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitive Broadcast for a Trading at Noon segment to discuss whether the “Goldilocks” scenario for the market will carry over into next year. Click the link below to watch Randy speak at the 2:44 mark.

November 01, 2023

2023 Boston Investment Conference

William O'Neil + Co. is happy to be a sponsor for the November 1, 2023 Boston Investment Conference, which benefits the Boston Children's Hospital. Please see the link above to learn more about this worthwhile cause.

October 31, 2023

O’Neil Digital Solutions Appoints David J. Blanton as Chief Executive Officer

We would like to welcome David J. Blanton to our O'Neil family of companies as he takes on the role of Chief Executive Officer at O'Neil Digital Solutions. O’Neil Digital Solutions Inc. is a distinguished leader of data-driven customer communications management solutions.

April 26, 2022

OGA presents at CMT Symposium

OGA presents at 49th Annual CMT Symposium on Friday, April 29, 2022.

July 07, 2021

O'Neil Global Advisors Launches Index Tracked by a WisdomTree ETF for Growth Investing

O'Neil Global Advisors announces the launch of the O'Neil Growth Index™, a systematic index based on proprietary growth factors and quantitative research, comprising a long-only portfolio of approximately 70 U.S. high-liquidity large- and mid-cap stocks.

June 24, 2021

WisdomTree Launches U.S. Growth & Momentum Fund (WGRO)

WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced today the launch of the WisdomTree U.S. Growth & Momentum Fund (WGRO) on the NASDAQ stock exchange.

June 24, 2021

O’Neil Global Advisors Announces Creation of Growth Index

O’Neil Global Advisors announces the creation of the O’Neil Growth Index™, a systematic strategy based on proprietary growth factors and quantitative research. The O’Neil Growth Index holds a long-only portfolio of approximately 70 U.S. high-liquidity large- and mid-cap stocks.

May 18, 2020

O’Neil Global Advisors and Affiliates Launch Innovative Investment Funds

O’Neil Global Advisors (OGA) and affiliates William O’Neil Investment Management Shanghai Ltd. and O’Neil Capital Management India Pvt. Ltd. are pleased to announce that they have successfully launched a family of investment funds.

April 01, 2020

Randy Watts Joins O’Neil Global Advisors as CIO

O’Neil Global Advisors is proud to announce that industry veteran Randy Watts has joined as Chief Investment Officer.

February 03, 2020

O’Neil Global Advisors to Publish Series of Quantitative Research Briefs

O’Neil Global Advisors (OGA), an investment advisor that builds algorithmic strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil...

December 14, 2019

O’Neil Global Advisors Presents at CAN SLIM® Master‘s Program

O’Neil Global Advisors (OGA), an investment advisor that builds algorithmic strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil...

March 04, 2019

O’Neil Global Advisors Launches Innovative Investment Strategies

O’Neil Global Advisors (OGA) is proud to announce its incorporation as an investment advisor today.

Media

November 20, 2024

Romeo Alvarez on BNN Bloomberg

Romeo Alvarez, Director and Research Analyst for William O’Neil + Co., appeared on BNN Bloomberg to discuss Nvidia’s (NVDA) earnings and how things look going forward. Watch Here!

October 30, 2024

Randy Watts in Forbes

What can investors do gain exposure to Artificial Intelligence (AI)? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., and Kenley Scott, Global Sector Strategist, at William O’Neil + Co., this week co-authored an article for Forbes exploring a way to participate in this massive theme. Read More!

October 10, 2024

Randy Watts on Reuters

How did stocks fare during Q3? Speaking to host Thomas Warner, Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., analyzes the situation and offers his insight. View Now!

September 26, 2024

Randy Watts in Forbes

What is the outlook for small-cap stock performance going forward? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes breaking down the issue. Read More!

August 29, 2024

Randy Watts in Forbes

How should investors position themselves once the Fed starts easing? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes analyzing historic Fed rate cut cycles. Read More!

August 12, 2024

Randy Watts on Reuters

Can we expect a slowdown in consumer spending in the U.S. ahead of the big data drop this week? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, takes a deep dive in consumer spending habits and what we can expect going forward. View Now!

July 29, 2024

Randy Watts in Forbes

What is the outlook for small-cap stock performance going forward? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes breaking down the issue. Read More!

July 18, 2024

Dean Kim on CNBC-TV 18 India

Dean Kim, Head of Research Product at William O’Neil + Co., recently appeared on CNBC-TV18 to discuss what the 2nd half of the year may hold for financials and energy, and what it could mean for telecom stocks. Watch Here!

July 17, 2024

Randy Watts on Refinitiv Broadcast

How are the foreign policy positions of President Joe Biden and current presidential candidate and former President Donald Trump affecting chip stocks? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, offered his take on a recent Refinitiv Market Insight broadcast. View Now!

July 08, 2024

Dean Kim on CNBC-TV 18 India

Due to their inclusion in the JPMorgan Bond Index, Dean Kim, Head of Research Product at William O’Neil + Co., told CNBC-TV18 that Indian bonds are seeing rising demand. Watch Here!

June 26, 2024

Dean Kim on CNBC-TV 18 India

Are foreign investors confident in the Indian economy? Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently to share his thoughts. Watch Here!

June 25, 2024

Randy Watts on Refinitiv Broadcast

Tracking the tech stock gains in the S&P 500, Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to analyze the trend.

June 21, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes looking at how long extreme concentration of gains among the top 50 S&P 500 stocks by market capitalization can last. Read More!

June 12, 2024

Romeo Alvarez on BNN Bloomberg

Romeo Alvarez, Director and Research Analyst for William O’Neil + Co., appeared on BNN Bloomberg to discuss Broadcom’s latest print and how things look going forward. Watch Here!

May 28, 2024

Dean Kim on CNBC-TV 18 India

Dean Kim, Head of Research Product at William O’Neil + Co., recently appeared on CNBC-TV18 recently and discussed market cues for Nifty and other Indian banks. Watch Here!

May 20, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes taking a deep dive into the Utility Sector. Read More!

May 17, 2024

David Bauer on Bloomberg News

William O'Neil Securities Managing Director, Head of Derivatives Trading, David Bauer appeared live on Bloomberg Television with Abigail Doolittle to discuss the return of the meme stock rally. Watch Now!

April 19, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining whether the long commodity cycle is still in play. Read More!

March 21, 2024

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining how long the current bull market can last based on historical precedent. Read More!

March 18, 2024

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to discuss Fed rate cuts and the market forecast. View Now!

November 23, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, this week wrote an article for Forbes examining the new market rally that has currently taken hold. Read More!

November 15, 2023

David Bauer on Bloomberg News

William O'Neil Securities Managing Director, Head of Derivatives Trading, David Bauer appeared live on Bloomberg Television with Abigail Doolittle to discuss the possibility of a sustained year-end rally. Watch Here!

November 15, 2023

Dean Kim on CNBC-TV 18 India

Dean Kim, Research Analyst, Executive Director, Global Equity Research at William O’Neil + Co., appeared on CNBC-TV18 recently to discuss India’s continuous strong organic growth and what to expect as the year winds down. Watch Here!

November 03, 2023

Dean Kim on CNBC-TV 18 India

Dean Kim, Research Analyst, Executive Director, Global Equity Research at William O’Neil + Co., appeared on CNBC-TV18 recently to discuss the state of the U.S. market and that with China still in a downtrend, India should benefit. Watch Here!

October 27, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes focusing on oversold areas in the US market and whether any are likely to bounce. Read More!

September 26, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining the detrimental effects of continuously high energy prices while offering potential ETFs to best play the ongoing trend. Read More!

August 25, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes illustrating how the current inverted and steepening yield curve normally portends negative returns for equities over the coming three-to-twelve months. Read More!

August 23, 2023

Randy Watts on Reuters

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Reuters to talk about how with the current background of global tension and unrest, now is a good time to consider defense stocks. View More!

July 26, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Director, Global Sector Strategist at William O'Neil + Company, this week co-authored an article for Forbes exploring compelling small- and mid-cap investment themes including Artificial Intelligence, Robotics/Automation, and Global Infrastructure. Read More!

July 14, 2023

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Trading at Noon segment to discuss whether inflation is cooling enough for the Fed to hold off on any more rate hikes.

June 23, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes taking a deep dive into whether or not US earnings estimates are bottoming, concluding that while the market is currently overbought, various other key factors are a cause for optimism for equities over the next year. Read more!

June 15, 2023

Randy Watts on Reuters

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Reuters to discuss how deals can still be found the tricky restaurant sector for prudent stock pickers. View now!

May 16, 2023

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager for O'Neil Global Advisors, was recently featured on Reuters News for a Trading at Noon segment discussing the impact of debt ceiling negotiations on the market. Watch Now!

May 15, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, recently co-authored an article for Forbes where they examine the data to see if the old adage, "sell in May and go away" still holds true. Read more!

April 28, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, recently co-authored an article for Forbes analyzing how a weak US dollar is creating international investment opportunities. Read more!

April 05, 2023

Randy Watts on Bloomberg Businessweek Podcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Bloomberg Businessweek Podcast to provide a technical analysis of the current markets. Listen Now at the 38:08 mark!

April 04, 2023

Randy Watts on Reuters

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Reuters to discuss how utilities are looking more attractive than the S&P. View More!

March 30, 2023

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Director, Research Analyst at William O’Neil + Co, an affiliate of O’Neil Global Advisors, recently co-authored an article for Forbes analyzing stock breakouts and bases. Read More!

February 24, 2023

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, recently co-authored an article for Forbes showing how using breakouts in the O’Neil Methodology gives investors clues on both individual stock direction as well as overall market direction. Read more!

January 26, 2023

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Jason Thomson, Portfolio Manager with O’Neil Global Advisors, this week co-authored an article for Forbes exploring the Artificial Intelligence boom and reveal the best choices to play it. Read More!

December 29, 2022

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, recently co-authored an article for Forbes examining the technical indicators to see what’s in store for the market in 2023. Read more!

May 19, 2022

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. In the current market, we see many similarities to the technology-led 2000-2002 bear market. It is relevant to look at the Nasdaq during that time period in relation to hyper-growth now, as a potential leading indicator of how a bottoming process could occur. Read more!

April 13, 2022

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. Finding companies that have stable revenue growth and earnings is critical. One area O’Neil and Company favors is Health Care. Even in recessionary periods, Health Care earnings tend to be more stable than the earnings of the overall stock market. Read more!

March 17, 2022

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. Randy encourages investors to remain open to a continued rally given the FTD, but to focus on the areas of relative strength and remain cautious until clear evidence of a sustainable uptrend emerges. Read more!

February 25, 2022

Randy Watts In Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. The investment strategy that we utilize at O’Neil Global Advisors focuses on identifying leading companies in disruptive industry groups which have the potential to outperform the general market. Read now!

January 28, 2022

Randy Watts In Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts has published his latest Forbes article. Read about his viewpoint on today's market.

December 21, 2021

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts has published his latest Forbes article. Learn what stocks and themes he thinks you should be watching for 2022.

November 24, 2021

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts has published his latest Forbes article. With new energy booming and the recent passage of the U.S. infrastructure bill, how can you best invest in these dynamic spaces?

November 08, 2021

Irusha Peiris on Fill the Gap Podcast

O'Neil Global Advisors Portfolio Manager Irusha Peiris recently appeared on Fill the Gap, the official podcast of the CMT Association, to discuss everything from picking game-changing stocks to the importance of staying patient and humble. Listen to the full episode to hear more!

October 21, 2021

Randy Watts in Forbes

O'Neil Global Advisors Senior Portfolio Manager Randy Watts published his latest Forbes article. Commodities are, well, a hot commodity right now in the market. What are the best ways to invest in commodities to insulate against the recent onslaught of inflation in the economy?

September 14, 2021

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article with help from William O'Neil + Co. equity analyst Kenley Scott. Year-to-date, U.S. stock market performance has been nothing short of extraordinary. What three factors have driven this robust performance? Should we expect a pullback or correction anytime soon? Find out!

September 02, 2021

Randy Watts on Reuters "Trading at Noon"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" to share his latest market insights. The S&P and Nasdaq have recorded their seventh straight month of gains - should we expect these rallies to continue? What's driving the market right now? (Randy appears around 2:40)

August 27, 2021

Randy Watts on Bloomberg Radio

Our CIO Randy Watts discusses the bombings in Kabul and how geopolitical instability can affect the market. He also discusses what to expect from Powell at the the Fed's Jackson Hole Summit + what three things can determine how investors make informed decisions moving forward? Find out! (Randy starts around 21:20)

August 24, 2021

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article with help from William O'Neil + Co. equity analyst Kenley Scott. All year, equities have rotated back and forth between those favoring growth and those favoring value. Here are some themes that should do well regardless of which the market favors. Read now!

August 10, 2021

Randy Watts on Reuters

O'Neil Global Advisors Chief Investment Officer Randy Watts recently spoke with Fred Katayama of Reuters TV. As earnings season winds down, he discusses what it takes for the bull market to sustain itself and how the infrastructure bill will impact the market. Plus, he talks Treasury yields -- have they bottomed?

July 28, 2021

Randy Watts on Reuters "Trading at Noon"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" to discuss mega-cap Tech earnings and the Fed. Watch now! (Randy appears around 3:00)

July 28, 2021

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes piece with support from William O'Neil + Co. equity analysts Cornelio Ash and Kenley Scott. In the midst of Software's continued strong growth, the article highlights a few stocks with both strong fundamentals and positive technical setups.

July 22, 2021

Randy Watts on CNBC TV 18

O'Neil Global Advisors Chief Investment Officer Randy Watts was recently on CNBC TV 18 to share his views on the Indian economy and the global market - which stocks and sectors are on his watchlist? Find out now!

July 21, 2021

Randy Watts on Reuters "Sectors UpClose"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Sectors UpClose" yesterday with Elena Casas to discuss software. Randy shares his thoughts on changes that have boosted software and how inflation and interest rates have impacted the sector. Watch now!

July 16, 2021

Randy Watts on BNN Bloomberg

O'Neil Global Advisors Chief Investment Officer Randy Watts joined BNN Bloomberg to share his outlook on the market fluctuation between growth vs. value and why he sees opportunity in Crowdstrike Holdings, Intuitive Surgical, and Nike. Watch now!

July 14, 2021

Randy Watts on Reuters

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters TV with Fred Katayama to discuss earnings season for banks - why did stocks trade lower despite surging profits from JPMorgan and Goldman Sachs? He also talks inflation and the return of growth stocks. Watch now!

July 07, 2021

Randy Watts on Bloomberg Radio

O'Neil Global Advisors Chief Investment Officer Randy Watts joined Tim Stenovec of Bloomberg Radio yesterday to discuss inflation, the rotation to growth stocks and current stock market technicals. Listen now!

June 30, 2021

Randy Watts on Reuters "Trading at Noon"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" to discuss the recent United Airlines jet order, the proposed U.S. infrastructure bill and the upcoming employment report. Watch now!

June 30, 2021

Randy Watts on CNBC TV 18

O'Neil Global Advisors Chief Investment Officer Randy Watts was recently on CNBC TV 18 to discuss the economic picture in India, sectors/stocks he likes and the renewable energy space. Watch now!

June 28, 2021

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article with help from William O'Neil + Co. equity analyst Kenley Scott. Here, they explore whether the stock market is at a style inflection point. Read now!

June 08, 2021

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters TV with Fred Katayama to discuss his positive outlook on the U.S. market. Randy believes the earnings strength will continue for the rest of the year and investors will respond to this - although he sees rising inflation as a risk. He also talks about Biogen and its newly approved Alzheimer's drug.

May 27, 2021

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article. The bull market that began at the end of March 2020 remains intact. What are some factors enabling the extension of this bull market? Any signals investors should look out for to become more cautious?

May 25, 2021

Randy Watts on CNBC TV 18

Our Chief Investment Officer Randy Watts was on CNBC TV 18 to comment on inflation/liquidity in the U.S. & his view of the market in India - including rising concerns about COVID-19 and which sectors he believes are well positioned. Watch now!

May 14, 2021

Randy Watts on Reuters "Trading at Noon"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" today with Elena Casas to talk inflation, Elon Musk/bitcoin and the recent selloff. Watch now! (Randy appears around 2:13)

May 14, 2021

Randy Watts on Reuters "Sectors UpClose"

Our Chief Investment Officer Randy Watts was on Reuters "Sectors UpClose" to talk media and entertainment. Randy discusses the end of the pandemic, old vs. new media, and which companies will benefit as we enter an inflationary environment. Watch now!

May 11, 2021

Randy Watts on Reuters TV

Our Chief Investment Officer Randy Watts was on Reuters with Fred Katayama to discuss the split between the S&P and Nasdaq, and why he believes value and cyclical stocks will keep outperforming growth stocks for another six to 12 months.

April 29, 2021

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. The S&P 500’s move to new highs this year has been led by a strong rotation into value and cyclical stocks. But how long will this last? Read now!

April 14, 2021

Randy Watts on Reuters

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters with host Fred Katayama to discuss the Johnson & Johnson vaccine pause (will it affect the economic rebound?), the rise in consumer prices, and bank earnings this week. Watch now!

April 09, 2021

Randy Watts on Reuters "Trading at Noon"

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" recently to talk earnings season, big banks, and why market conditions are so favorable now. Watch now! (Randy appears around 3:00)

April 08, 2021

Randy Watts on BNN Bloomberg

O'Neil Global Advisors Chief Investment Officer Randy Watts recently joined BNN Bloomberg to discuss why he thinks investors should buy growth on pullbacks + which stocks he believes will outperform long-term. Watch now!

March 30, 2021

Randy Watts on CNBC TV 18

O'Neil Global Advisors Chief Investment Officer Randy Watts was on CNBC TV 18 to discuss the Indian market, the new Covid wave, growth stocks, steel vs. automobile, banks, IPOs and more. Watch now!

March 30, 2021

Randy Watts in The New York Times

O'Neil Global Advisors Chief Investment Officer Randy Watts recently spoke to The New York Times to share his thoughts on the Wall Street turmoil created by Archegos Capital Management. Read now!

March 19, 2021

Randy Watts on Reuters "Trading at Noon"

Our Chief Investment Officer Randy Watts was on Reuters' Trading at Noon today with host Elena Casas to discuss the impact of bond yields on investors and why some of the sectors expected to perform under the Biden administration - such as clean energy - are still struggling. Watch now! (Randy appears around the 2:50 mark)

March 19, 2021

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts was on Reuters' Trading at Noon today with host Elena Casas to discuss the impact of bond yields on investors and why some of the sectors expected to perform under the Biden administration - such as clean energy - are still struggling. Watch now! (Randy appears around the 2:50 mark)

March 12, 2021

Randy Watts on Bloomberg Radio

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Bloomberg Radio to provide his latest market insight. Listen as he comments on the market volatility, shorting (the "GameStop Effect") and Bitcoin. (Randy's segment starts around 32:00)

March 09, 2021

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters today with host Fred Katayama. Watts called the market correction back in February - and he believes it isn't quite over yet. While he doesn't recommend investors to buy the dip now, he says leadership companies should be good buying opportunities in the next couple of months.

February 26, 2021

Randy Watts on CNBC TV 18

O'Neil Global Advisors Chief Investment Officer Randy Watts was on CNBC TV 18 recently to discuss the Indian market, COVID-19, top growth companies, banks and more. Watch now!

February 22, 2021

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article to discuss the rise of Bitcoin. While it is true that Bitcoin lacks any structural ties to a fiat government currency, it does have its merits - and it's likely here to stay. Read now!

February 18, 2021

Randy Watts on Reuters "Trading at Noon"

Our Chief Investment Officer Randy Watts was on Reuters' Trading at Noon today with host Elena Casas to discuss the GameStop hearing and the impact of inflationary concerns and higher bond yields on the market. Watch now! (Randy starts around 2:20)

February 18, 2021

Randy Watts on Reuters "Sectors UpClose"

Our Chief Investment Officer Randy Watts was on Reuters' Sectors UpClose today with host Elena Casas to talk about the rise of cryptocurrencies, the valuation of bitcoin and how investors should approach digital currencies, given some of the risks. Watch now!

February 09, 2021

Randy Watts on Reuters

Chief Investment Officer Randy Watts was on Reuters today with host Fred Katayama. Watts says stocks are extended and due for a 5-10% correction soon. He remains positive about the U.S. market in 2021 and believes earnings will accelerate a great deal this year. He also talks 5G and clean energy. Watch now!

January 28, 2021

Randy Watts on Reuters "Sectors UpClose"

Chief Investment Officer Randy Watts was on Reuters' Sectors UpClose today with host Elena Casas to talk about health care. With vaccines being rolled out, Watts discusses the "pent up demand" in health care and why some investors think now may be the time to revisit the sector. Watch now!

January 26, 2021

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article. Watts anticipates a pullback in U.S. stocks soon and believes it’s wise for investors to limit their new purchases to companies participating in strong multi-year secular themes. Here, he delves into four examples that highlight these themes. Read now!

January 19, 2021

Randy Watts on Reuters "Trading at Noon"

Our Chief Investment Officer Randy Watts was on Reuters' Trading at Noon today with host Elena Casas to discuss what to expect in the market for the first year of the new presidency and earnings for 2021. Watch now! (start around 2:10)

January 19, 2021

Randy Watts on BNN Bloomberg

Our Chief Investment Officer Randy Watts was on BNN Bloomberg to discuss his 2021 market outlook, and why he sees opportunity in companies like Chipotle (CMG), Qualcomm (QCOM) and Intuitive Surgical (ISRG). Watch now!

January 12, 2021

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters today with host Fred Katayama. Watts says the benchmark Treasury yield has bottomed out and could start to pressure stocks if it goes much higher. He also talks about the upcoming earnings season, stocks/sectors he is bullish on and where equity markets are headed in 2021.

January 07, 2021

Randy Watts in The New York Times

Our Chief Investment Officer Randy Watts was quoted in The New York Times today. A day after chaos erupted in Washington, stocks rose to another record. Watts comments on the end of the 2020 political cycle and how investors are shifting their focus on policy/economics and corporate profits. Read now!

December 30, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. Here, he shares his current view on the U.S. market, themes he likes for 2021, as well as thematically challenged sectors for the year ahead, and much more!

December 23, 2020

Randy Watts on CNBC

Our Chief Investment Officer Randy Watts was on CNBC Europe's "Street Signs" to discuss work-from-home stocks and the rotation into small caps stocks. Watts says small caps are "very extended" and should expect a sideways movement or pullback. Watch now!

December 22, 2020

Randy Watts on BNN Bloomberg

Our Chief Invesment Officer Randy Watts recently spoke with Catherine Murray of BNN Bloomberg. He discussed major themes/trends for next year - including clean energy stocks, which are on the cusp of a multi-decade move (Tesla, Solaria, Enphase). Watch now!

December 17, 2020

Randy Watts on Bloomberg Radio

Our Chief Investment Officer Randy Watts was on Bloomberg Radio to provide his latest market insight. Following today's Fed meeting, Watts discussed what the market can expect from Congress. He also talked climate change and clean energy stocks (Tesla, Solaria). (start around 35:07)

December 10, 2020

Randy Watts on Reuters "Trading at Noon"

Our Chief Investment Officer Randy Watts was on Reuters' Trading at Noon today with host Elena Casas to discuss tech IPOs (DASH, ABNB), the latest Facebook lawsuit, and clean energy. Watch now! (start around 3:50)

December 09, 2020

Randy Watts on CNBC TV 18

Our Chief Investment Officer Randy Watts was on CNBC TV 18 to discuss the Indian market. Watts says India is currently the second best emerging market but should expect a pullback or sideways consolidation at some point. How does he feel about the Indian market in the next 12 months? Watch now to find out!

December 09, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters today with host Fred Katayama. Watts says clean energy is a long-term play, comparing it to biotechnology in 1990. He names several U.S. and European stocks that he finds promising, including Tesla. Watch now!

November 30, 2020

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article. Alternative/Clean Energy will be a major investment theme over the next several decades. Find out which names have leading fundamental and technical characteristics from an O’Neil perspective.

November 25, 2020

Randy Watts on BNN Bloomberg

Our Chief Investment Officer Randy Watts talked to BNN Bloomberg's Catherine Murray to share his latest market insight. Here, he discusses small caps (NEO, LGIH, ELF), growth vs. value stocks, and sectors he believes will innovate the economy. Watch now!

November 16, 2020

Randy Watts in The New York Times

Our Chief Investment Officer Randy Watts was recently quoted in The New York Times. As news of Pfizer’s Covid-19 vaccine progress, and Joseph R. Biden Jr.’s victory, gave investors reason to cheer, Randy comments on a possible return to the office.

November 13, 2020

Randy Watts on Reuters "Trading at Noon"

Our Chief Investment Officer Randy Watts was on Reuters Trading at Noon this morning to share his view of the market with host Elena Casas. As Covid-19 numbers increase, Watts discusses market volatility & stay-at-home stocks vs. reopening stocks in light of the recent vaccine news. He also discusses political uncertainty and how this affects the market.

November 11, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was recently on Reuters TV to share his view of the market with host Fred Katayama. Here, Watts talks about a rotation in the market: away from the old leaders and more toward small caps, cyclical and industrial stocks. He also shares his thoughts on long term leadership in the economy and stay-at-home stocks.

November 05, 2020

Randy Watts on CNBC TV 18

Our Chief Investment Officer Randy Watts appeared on CNBC TV 18 to discuss the election and how the outcome could affect the market, the fiscal stimulus and the overall U.S. economy. Watts also shares his outlook on emerging markets/Indian markets and his thoughts on the global rally in the midst of a new wave of lockdowns due to Covid-19.

October 30, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters "Trading at Noon" to share his view of the market with host Elena Casas. Watts talks recent Big Tech earnings, markets being "jumpy" ahead of the election, and where he advises investors to put their money during uncertain times. (Randy appears around 3:00)

October 27, 2020

Randy Watts on Bloomberg Radio

Our Chief Investment Officer Randy Watts was on Bloomberg Radio today to provide his latest market insight. As investors are increasingly becoming nervous due to rising COVID-19 numbers and election uncertainty, Randy shares his thoughts on whether he thinks the economy will pick up next year. Listen now! (starts around 33:42)

October 27, 2020

Randy Watts on BNN Bloomberg

Our Chief Investment Officer Randy Watts recently talked to BNN Bloomberg's Catherine Murray to share his latest market insight. Randy believes three major uncertainties are leading nervous investors to take profits now. What should they expect heading into 2021? Watch now!

October 22, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters to share his view of the market. Watts compares this year's election to previous cycles, discusses his thoughts on tech stocks being overvalued, and addresses the wider U.S. economy. (Randy appears around 5:35)

October 20, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article, where he goes over five small-cap stocks that he thinks screen positively from both fundamental and technical standpoints. Read now!

October 13, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters TV today to share his view of the market with host Fred Katayama. How will the current rally be affected by the election? As for tech, what does he advise investors to do with AAPL? Find out!

October 13, 2020

Randy Watts on CNBC TV 18

Our Chief Investment Officer Randy Watts appeared on CNBC TV 18 to discuss the election, the U.S. & Indian markets + healthcare and tech. Watch now!

October 05, 2020

Randy Watts in The New York Times

Our Chief Investment Officer Randy Watts was quoted in The New York Times recently. As stocks fall after Trump tests positive for Covid-19, Watts comments on the increased uncertainty investors face ahead of the election. Read now!

September 30, 2020

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article. Many investors are concerned that tech stocks are experiencing a bubble. Instead of excessive optimism about the future, rising tech valuations may reflect pessimism about future economic growth and profit weakness in other sectors.

September 10, 2020

Randy Watts on Bloomberg Radio

Our Chief Investment Officer Randy Watts was on Bloomberg Radio recently to provide his latest market insight. As the presidential election heats up, Watts discusses the uncertainty/fear investors face and reflects on historical and seasonal patterns. Listen now! (Randy's segment starts around 29:25)

September 08, 2020

CEO Steven Birch on Investor's Business Daily

OGA CEO Steven Birch joined Investor's Business Daily's Irusha Peiris to discuss parallels between the 1999 stock market and the current bull market. He also analyzed Zoom (ZM) and Tesla (TSLA) as potential case studies of a rare sell signal.

September 03, 2020

Randy Watts on CNBC TV 18

Our Chief Investment Officer Randy Watts appeared on CNBC TV 18 to discuss the U.S. and Indian market. Watts believes the U.S. market has been driven a great deal by the Fed & the weak dollar is good for emerging/Asian markets. He also shares what Indian stocks he currently likes.

August 28, 2020

Randy Watts in Forbes

Our Chief Investment Officer Randy Watts published his latest Forbes article. As election season is in full swing, Watts reviews the historical patterns of previous presidential elections and how investors can use that knowledge to guide them during the current season.

August 11, 2020

Randy Watts on Reuters

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters TV to share his technical view of the market with host Fred Katayama. Value stocks have been outperforming tech stocks lately - what does this mean for the market rally? Watch now!

August 05, 2020

Randy Watts on CNBC TV 18

O'Neil Global Advisors Chief Investment Officer Randy Watts appeared on CNBC TV 18 this morning to discuss his views on the Indian market and which retail and technology stocks he favors.

August 03, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. Which emerging stocks and sectors does Randy encourage investors to explore? Find out!

July 28, 2020

Randy Watts was on Bloomberg Radio

Our Chief Investment Officer Randy Watts was on Bloomberg Radio last week to provide his latest market insight. In these unprecedented times, what does Randy find particularly troubling? Plus, he addresses the top three things on investors' minds regarding the U.S. economy. Listen now! (Randy's segment starts around 34:50)

July 15, 2020

Randy Watts on Reuters

Our Chief Investment Officer Randy Watts was on Reuters TV to share his technical view of the market with host Fred Katayama. Watts says the market is setting up to either pull back or go sideways, but we need to see the market broaden for the rally to continue. He also goes over takeaways from earnings from three big banks.

June 30, 2020

Investor's Business Daily Spotlight

O'Neil Global Advisors' cutting-edge quantitative research was spotlighted in Investor's Business Daily. Learn how OGA is continuing William J. O'Neil's legacy by applying his CANSLIM method of picking winning stocks to algorithmic trading. Featuring comments by OGA CEO Steve Birch and Chief Investment Officer Randy Watts.

June 26, 2020

Randy Watts on CNBC

O'Neil Global Advisors Chief Investment Officer Randy Watts was on CNBC Europe this morning to discuss the U.S. economy, the Federal Reserve and the banking sector. Watch now!

June 23, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. Watts believes a major infrastructure bill will pass in some form in the next year, which will benefit multiple industry groups. Read the full article to learn which infrastructure stocks should be on your watch list!

June 16, 2020

Randy Watts in The New York Times

O'Neil Global Advisors Chief Investment Officer Randy Watts was recently quoted in The New York Times. Watts talks economic recovery as Wall Street sees a strong rise in retail sales and progress on a potential treatment for Covid-19. Read the full article!

June 09, 2020

Randy Watts on Reuters TV

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters TV today to share his technical view of the market with host Fred Katayama. Watts says stocks are due for a pause or pullback, but he still sees the markets moving higher over the next year. Watch the full interview!

June 08, 2020

Randy Watts on Bloomberg Radio

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Bloomberg Radio last week. In the midst of civil unrest in the country, Watts addresses the disconnection between Wall Street and mainstream America, unemployment, and the bumpy ride ahead as the economy prepares to reopen. (Starts at 35:12)

May 26, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. Many stocks in Technology and Health Care have become extended both technically and from a valuation perspective, so investors would be wise to look at other areas of the market. Here are six companies worthy of your consideration.

May 12, 2020

Randy Watts on Reuters: Not much headroom for stocks

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters TV to share his view of the market with host Fred Katayama. As a "tough" earnings season wraps up, Watts comments on the struggles of equity indexes, large cap stocks vs. small cap stocks, and sectors to watch (and avoid).

April 30, 2020

Randy Watts in Forbes

O'Neil Global Advisors Chief Investment Officer Randy Watts published his latest Forbes article. As the U.S. equity market recovery progresses, which sectors and stocks should investors watch - and avoid? Read now!

April 14, 2020

Randy Watts on Reuters

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Reuters TV to share his technical view of the market with host Fred Katayama. Randy comments on the upcoming earnings season and how it may affect the recent rally. Plus, what stocks are worth watching? Check out the full interview.

April 07, 2020

Randy Watts was on Bloomberg Quint

O'Neil Global Advisors Chief Investment Officer Randy Watts was on Bloomberg Quint to comment on the global market and the impact of COVID-19 on the U.S. economy. Watch as he talks earnings, unemployment in the U.S., the emerging market and more. (start at 14:32)

April 01, 2020

Randy Watts Joins O’Neil Global Advisors as CIO

April 1, 2020 – Los Angeles, CA -- O’Neil Global Advisors (OGA) is proud to announce that industry veteran Randy Watts has joined as Chief Investment Officer. Mr. Watts brings more than 25 years of extensive experience managing both long-only and long-short hedge funds, mutual funds, and institutional accounts.

Mr. Watts was serving as Chief Investment Strategist at OGA affiliate William O’Neil + Company, an independent advisory firm providing global buy and sell recommendations, independent research, and custom advisory to the world’s leading institutional investment managers. Prior to joining William O’Neil, he ran a long/short equity hedge fund for Folger Hill Asset Management. Mr. Watts began his professional career as an equity analyst at Freedom Capital Management, then spent nine years at Westfield Capital Management as an equity analyst before being promoted to Partner and Portfolio Manager overseeing a $500+ million growth stock portfolio. In 2001, he joined The Boston Company, where he was a Senior Managing Director for small- and mid-cap growth investments managing $4 billion in both long and long/short equity portfolios. During his tenure at the Boston Company, he hired, trained, and managed a team of investment professionals.

Mr. Watts is a graduate of the University of Virginia and a Certified Financial Analyst. He has been quoted and featured as a guest expert on numerous news outlets, including Bloomberg Radio, Reuters TV, and the New York Times, and is a contributor to Forbes.

 “Randy’s fresh perspective and expertise with the O’Neil Methodology will be a great asset to clients and to the company,” says OGA Chief Executive Officer Steven L. Birch.

February 03, 2020

O’Neil Global Advisors to Publish Series of Quantitative Research Briefs

February 3, 2020 – Los Angeles, CA -- O’Neil Global Advisors (OGA), an investment advisor that builds algorithmic strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil, will publish a series of quantitative research briefs to highlight how OGA looks at factors and applies that research to build successful investment strategies. The company is led by key personnel from the Quantitative Services group at O’Neil Capital Management, the family office established by William O’Neil, and is supported by a global team of experienced data scientists, software engineers, and investment professionals.

OGA develops strategies that use quantitative research developed by OCM’s data scientists and quant analysts using the company’s proprietary research tools and methods. The company’s research focuses on discrete technical events and continuous model scores that are predictive of future stock price performance.

“Our research will build on our legacy of constant improvement with an unrelenting focus on performance,” says OGA Chief Executive Officer Steven L. Birch. “We seek to learn from history and share the benefits of our research with clients to achieve better results.”

December 14, 2019

O’Neil Global Advisors Presents at CAN SLIM® Master‘s Program

December 14, 2019 – Los Angeles, CA -- O’Neil Global Advisors (OGA), an investment advisor that builds algorithmic strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil, presented at Investor’s Business Daily’s sold out CAN SLIM® Master’s Program today in Los Angeles, California. Chief Executive Officer Steven Birch, Chief Operating Officer and Director of Quantitative Strategies Chris Graczyk, Director of Data Science Patrick Erickson, and Chief Investment Officer Randy Watts spoke about the strategies that are under development by OGA using research from the Quantitative Services group at company affiliate O’Neil Capital Management. The strategies include Raven and Chameleon, the most closely aligned with OGA’s core O’Neil Methodology, as well as Timberwolf, an Alternative Risk Premia strategy based on the company’s proprietary factors.

March 04, 2019

O’Neil Global Advisors Launches Innovative Investment Strategies

March 4, 2019 – Los Angeles, CA -- O’Neil Global Advisors (OGA) is proud to announce its incorporation as an investment advisor today. OGA builds algorithmic strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil. OGA’s strategies capture the success of Mr. O’Neil’s powerful and disciplined approach to investing, which has achieved consistent success over more than five decades.

OGA’s quantitative research program continues Mr. O’Neil’s search for the factors that are predictive of future stock price movements, which it uses to construct our proprietary strategies. The company is led by key personnel from the Quantitative Services group at O’Neil Capital Management, the family office established by William O’Neil, and is supported by a global team of experienced data scientists, software engineers, and investment professionals.

“Our mission is to develop new investment strategies that are supported by cutting edge quantitative research,” says OGA Chief Executive Officer Steven L. Birch. “We seek to continue William J. O’Neil’s legacy by continually making new discoveries and applying those findings to create strategies that outperform the market.”