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 Small/Mid Cap
Growth Equity
US Small Cap
Growth Equity
wireframe of a raven

Raven is a long/short absolute return strategy that utilizes a quantitative systematic algorithm focused on US equities. Raven takes positions in stocks of US companies that are expected to see an acceleration in revenues and/or earnings, while shorting the stocks of US companies that we expect to experience decelerating revenues and/or earnings.

wireframe of a mountain

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.

wireframe of a tree

The US Small 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.

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.