LOS ANGELES--(BUSINESS WIRE)--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 utilizing algorithmic trading strategies based on proprietary quantitative factor research pioneered by investing legend William J. O’Neil.
O’Neil Global Advisors launched three funds in February 2020 that capture the success of Mr. O’Neil’s powerful and disciplined approach to investing and is currently seeking qualified investors. The company’s data scientists and engineers utilize a database with more than 100 years of market and stock information to build proprietary metrics that help identify stocks poised to generate alpha. The funds include Chameleon, a classic market timing strategy, Raven, a long-short U.S. equity growth strategy, and Timberwolf, an alternative risk premia strategy that uses proprietary quantitative factors.
William O’Neil Investment Management Shanghai Ltd. was recently granted a license to operate as a Wholly Foreign-Owned Enterprise Private Fund Manager (WFOE PFM), one of only 26 such foreign entities with approval to conduct business in mainland China, an impressive achievement. Its systematic equity trading strategies are based on quantitative modelling and algorithms that use proprietary metrics derived from historical data shown to identify winning stocks and provide insight on market timing.
O’Neil Capital Management India Pvt. Ltd. successfully registered as an alternative investment fund (AIF) in India. The company shares the same data and investment processes with OGA and is guided by the same principles that have driven OGA’s success, leveraging them for the local India market.
All three affiliates work together to develop global trading strategies customized to their geography’s unique local market conditions. “Our funds seek to continue William J. O’Neil’s legacy with consistent innovation supported by cutting-edge quantitative research and applying those findings to create strategies that outperform the market,” says O’Neil Global Advisors Chief Executive Officer Steven L. Birch.
About O’Neil Global Advisors
O’Neil Global Advisors, a subsidiary of O’Neil Capital Management, Inc., is an investment advisor that develops systematic equity trading strategies using quantitative modeling and algorithms. The company’s data scientists and engineers utilize a database containing more than 100 years of stock market information to build proprietary strategies that employ unique factors to identify stocks poised to generate alpha. O’Neil Global Advisors manages the O’Neil Chameleon, Raven, and Timberwolf strategies in the United States and works with partner companies in India and China to develop strategies for their specific local equity markets.
NO PUBLIC OFFERING
O’Neil Global Advisors is a global investment management firm. Information relating to investments in entities managed by OGA is not available to the general public. Under no circumstances should any information presented in this material be construed as an offer to sell, or solicitation of any offer to purchase, any securities or other investments. No information contained herein constitutes a recommendation to buy or sell investment instruments or other assets, nor to affect any transaction, or to conclude any legal act of any kind whatsoever in any jurisdiction in which such offer or recommendation would be unlawful.