The U.S. Focus List, cultivated by our equity research analyst team, comprises U.S. long and short recommendations that best fit our time-tested O’Neil Methodology (OM). Using the OM’s rigorous criteria, our analysts pinpoint shifts in stocks’ fundamentals that suggest outperformance over a six-month to two-year horizon. Incorporating key technical indicators, they fine-tune the timing of their recommendations to identify not only which stocks to buy but when to buy them.
How do we work with you to consistently increase alpha in an overcovered U.S. market?
“We can take a client’s portfolio and maximize its performance by identifying risk-optimal areas to add to a current position or specific chart patterns that would warrant reducing position sizes.”
– Raj Gupta, Senior Equity Analyst
Our time-tested proprietary Ratings and Rankings use fundamentals and technical action to find leaders or pick up signs of weakness early.
Our proven methodology selects only the fastest-growing companies with the best stories – those that will generate the most alpha for your portfolio.
|PERFORMANCE VS. BENCHMARK|
|O'Neil U.S. Focus Longs S & P 500 Index|