Strategies

Our strategies are the result of our quantitative systematic approach to research and strategy development. The strategy names are inspired by animal-like characteristics of the underlying investment methods:

O'Neil
Chameleon
O'Neil
Raven
US Small/Mid Cap
Growth Equity

Chameleon is a technical, event-driven market timing strategy that is implemented through a quantitative systematic algorithm and operates through a set of proprietary technical patterns that may occur near major market inflection points. The Chameleon strategy uses these technical factors to anticipate major turns in market direction and time entry and exits from long/short positions using broad market ETFs.

Raven is a hedged aggressive growth equity long / short investment strategy implemented by a quantitative systematic algorithm. It consists of a long portfolio with U.S. equities that have growth characteristics and a short portfolio to hedge the long portfolio’s inherent volatility (i.e. high beta).

The US Small / Mid Cap Growth Equity strategy employs the wisdom, techniques, and tools of the O'Neil Methodology. We focus 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 our proprietary DataGraph, Composite, and Relative Strength ratings.

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.

o’neil growth index

The O’Neil Growth Index is a systematic index based on proprietary growth factors and quantitative research. It holds a long-only portfolio of approximately 70 U.S. high-liquidity large- and mid-cap stocks.

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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.