Steven L. Birch

Chief Executive Officer
William O’Neil + Co. Incorporated

Mr. Birch began his Wall Street career 40 years ago as an analyst in RBC Dominion Securities’ Trend & Cycle department, working alongside the late Ian Notley. He played a pivotal role in the early development of the Trend & Cycle’s Autographix™ online charting system. This system gained popularity for its incorporation of the Coppock Curve and Trend Phase Longevity (TPL) values, aiding investors in identifying major market cycles. Additionally, Mr. Birch honed his expertise as a fundamental commodities analyst with Fundamental Trading Corp and Commodities Corp.

Nearly three decades ago, he moved to Los Angeles to work as a fundamental research analyst under the late William J. O’Neil. As the Chief Executive Officer of William O’Neil + Company, Mr. Birch was instrumental in the evolution of Daily Graphs™ into MarketSmith™, the transformation of WONDA™ into PANARAY™, as well as the globalization of the O’Neil database and methodology.

Presently, Mr. Birch holds the positions of Chief Executive Officer and Chief Investment Officer at O’Neil Global Advisors. He directs a global team of Factor Researchers, Data Scientists, Quantitative Analysts, and Portfolio Managers. Together, they pursue a multi-disciplinary approach to investment strategies that synergize fundamental, technical, and quantitative analysis by blending Human Intelligence with techniques of Artificial Intelligence