Strategies

The O’Neil Methodology is grounded in fundamental growth factors, quantitative study of historical stock markets since the 1880s, and proprietary technical signals based on real-time data.

O'Neil Raven US Equity Long/Short US Small Cap
Growth Equity US Small/Mid Cap
Growth Equity US Mid Cap
Growth Equity India
Growth Equity
wireframe of a raven

Raven is a long/short absolute return strategy that utilizes a systematic algorithm that is a codification of the O'Neil Methodology. Raven takes positions in stocks of US companies that are expected to see an acceleration in revenue and/or earnings, while shorting the stocks of US companies that we expect to experience decelerating revenues and/or earnings.
wireframe of a tree

The US Small Cap Growth Equity strategy employs the fundamental and technical techniques and tools of the O'Neil Methodology to build a diversified portfolio. The discretionary portfolio management team focuses on companies that are accelerating revenues, earnings, and margins driven by new products or services and sustainable competitive advantages. We invest in distinguished stocks based on proprietary Datagraph, Composite, and Relative Strength ratings.

The investment objective is to outperform the Russell 2000 Growth Index over a market cycle.

wireframe of a mountain

The US Small / Mid Cap Growth Equity strategy employs the fundamental and technical techniques and tools of the O'Neil Methodology to build a diversified portfolio. The discretionary portfolio management team focuses on companies that are accelerating revenues, earnings, and margins driven by new products or services and sustainable competitive advantages. We invest in distinguished stocks based on proprietary Datagraph, Composite, and Relative Strength ratings.

The investment objective is to outperform the Russell 2500 Growth Index over a market cycle.

wireframe of a deer

The US Mid Cap Growth Equity strategy employs the fundamental and technical techniques and tools of the O'Neil Methodology to build a diversified portfolio. The discretionary portfolio management team focuses on companies that are accelerating revenues, earnings, and margins driven by new products or services and sustainable competitive advantages. We invest in distinguished stocks based on proprietary Datagraph, Composite, and Relative Strength ratings.

The investment objective is to outperform the Russell Mid Cap Growth Index over a market cycle.

wireframe of an elephant

The India Growth Equity strategy is a quantitative algorithm that applies the O'Neil Methodology to the emerging India equity market. The portfolio emphasizes fundamental growth factors and technical signals based on real-time data. These principles are applied to the relatively inefficient India market by screening the investable equity universe, ranking investment candidates based on proprietary factors, and optimizing a diversified growth portfolio.

The investment objective is to outperform the India CNX Nifty 50 Index over a market cycle while providing downside protection and superior risk-adjusted returns.

O'Neil Global Advisors leverages the efficiency and power of technology to continually improve and develop bespoke equity trading strategies that are designed to meet the unique mandates of our clients.

OUR METHODOLOGY

By thinking differently - and not being tied to the mainstream - we take an approach to developing algorithms that leads to the construction of an unexpected type of portfolio: quant-driven investment opportunities that are recognizable to discretionary managers, because they include fundamental as well as technical analysis.

Fundamental
Analysis

indentifying
provable theses

Our research is rigorous and, with its specific early-on monitoring of technicals, provides an investing edge through intense data application and analysis.

Quant-driven
Investment
Strategies

technical
analysis

specific early-on
monitoring of technicals

Our research analysts, collaborating with our data scientists and portfolio managers, use data findings to identify provable theses that can be scaled by the firm's investment strategies.