Using our proprietary O’Neil Methodology (OM), the Equity Research team filters a broad universe of stocks to identify high-conviction ideas with strong alpha potential. Only those meeting our rigorous institutional criteria are added to the Focus List.
The Equity Research team also publishes special reports spotlighting today’s most compelling investment opportunities. Each report provides a focused analysis of the company’s growth trajectory, fundamentals, competitive landscape, and recent developments—viewed through the lens of our distinctive OM lens.
“We’re looking for companies that are changing existing business models. Our O’Neil Methodology tells us that future winners always have something new and different to offer.”
We examine the trends driving market movements by analyzing the competitive space of each of our equity initiations and tracking how that space is evolving.
Our equity initiations are designed to give you insight into the company’s story and a look at its fundamentals, interwoven with our unique O’Neil perspective.
