O’Neil Global Advisors and affiliates launch new algo funds

O’Neil Global Advisors (OGA) and affiliates William O’Neil Investment Management Shanghai Ltd and O’Neil Capital Management India Pvt Ltd have launched a family of investment funds utilising algorithmic trading strategies based on proprietary quantitative factor research pioneered by William J O’Neil.

O’Neil Global Advisors launched three funds in February 2020 that capture the success of Mr O’Neil’s disciplined approach to investing and is currently seeking qualified investors. The company’s data scientists and engineers utilise 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 US 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 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 customised 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.