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 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

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.”