The O’Neil Approach to Investing in Growth Stocks
February 29, 2024
A presentation as part of the CMT Dubai Summit on February 29th, 2024
About the Presentation: Based on the foundational principles of the O’Neil Methodology founded by legendary stock speculator William J. O’Neil, you will gain an understanding of how the O’Neil family businesses leverage the use of fundamental, technical, and quantitative analysis to help leading institutional managers find outperforming stocks. Steven Birch will provide a synopsis and history of how Mr. O’Neil was able to apply his studies of the greatest market winners to identify key characteristics of these stocks, developing his O’Neil Methodology, perfected through over 60 years of supporting institutional investors and refined over multi-decades of market cycles.
Greg Jannetta of William O’Neil + Company will dive deeper into the O’Neil Methodology. For 60 years, William O’Neil & Co has provided equity research advisory services to the world’s largest and most sophisticated institutions. Mr. Jannetta will highlight the approach that the firm takes to apply the O’Neil Methodology to investment ideas and provide insights into how WON’s systematic approach to investment research helps discover alpha generating ideas for those investors.
Matthew Coll of O’Neil Global Advisors will share how the legacy investment approach and extensive experience of their global fundamental, quantitative research, and data scientist teams have applied the O’Neil Methodology to help develop strategies applicable to equity markets. He will share insights into the value of the fundamental and systematic investment strategies deployed by the firm to help investors meet their goals.
