Our Team

O’Neil Capital Management is a private fund management company with investment interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The firm employs traditional active discretionary portfolio managers to manage funds using the CAN SLIM® investment methodology popularized by founder William J. O’Neil.

O’Neil Capital Management also employs a team of data scientists, quantitative analysts, and quantitative engineers who manage a variety of Global Equity investment strategies utilizing the latest techniques in Information Theory, including machine learning, pattern recognition, Markov chains, and Bayesian statistics.

Executives

W. Scott ONeil

W. Scott O'Neil
Chief Executive Officer

W. Scott ONeil

Steve Birch
Chief Investment Officer

W. Scott ONeil

Eugene Kumamoto
Chief Financial Officer

Affiliate Companies

William O'Neil + Co. Incorporated

William O’Neil + Company is a wholly owned subsidiary of O’Neil Capital Management. As a Registered Investment Advisor, William O’Neil + Company provides U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Company’s recommendations draw on a rich history of more than 50 years of equity research experience using the O’Neil Methodology, a unique combination of technical and fundamental analysis proven over the past half-century to identify outperformers in the stock market. The quantitative team at O’Neil Capital Management works closely with the research and development teams at William O’Neil + Company conceptualizing, modeling, and integrating unique quantitative research discoveries into William O’Neil + Company’s historic database and PANARAY® research platform. William O’Neil + Company is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.

O'Neil Securities Incorporated

William O’Neil Securities is a wholly owned subsidiary of O’Neil Capital Management. Founded in 1963, O’Neil Securities is a Broker/Dealer providing trading services to institutional clients, including pension funds, mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through its trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise on domestically traded companies on the NYSE and NASDAQ exchanges. O’Neil Capital Management provides educational training and support in the application of the O’Neil investing methodology to all sales traders at William O’Neil Securities. The quantitative team at O’Neil Capital Management works closely with William O’Neil Securities on the application of trading signals and algorithms that assist traders with achieving best execution for their clients. William O’Neil Securities, Inc. is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.

William O'Neil India Private Ltd.

William O’Neil India Private Limited is a jointly owned subsidiary of William O’Neil + Company and O’Neil Capital Management. As a Registered Investment Adviser regulated by the Securities and Exchange Board of India, WON-India collects and analyzes corporate financial data on over 70,000 global equities. Global equity analysts provide research recommendations to a worldwide client base. WON-India also provides investment tools and education to the Indian retail investor via the MarketSmith India investment app. O’Neil Capital Management works closely with the WON-India quantitative team in applying and localizing research methods to the Indian stock market. WON India has a large Information Technology team engaged in new product development and continuous support of William O’Neil’s flagship research tool PANARAY®.

William O'Neil (Shanghai) Private Limited

William O’Neil Shanghai Private Limited is a Research and Information Technology company that develops investment research terminals and mobile apps for the Chinese equity investor. WON-Shanghai also provides investment tools and education to the Chinese retail investor via the MarketSmith China investment app. O’Neil Capital Management works closely with the WON-Shanghai quantitative team in applying and localizing research methods to the Shanghai/Shenzhen stock markets. WON-Shanghai has a large information technology team engaged in new product development and continuous Chinese language support of William O’Neil’s flagship research tool PANARAY®.

Investor's Business Daily

Investor’s Business Daily®, a financial news publication available in print and digitally at investors.com, provides detailed analysis of U.S. stocks based on the CAN SLIM® Investing System developed by its founder William J. O’Neil. It also provides detailed information on mutual funds, ETFs, commodities, and other financial instruments of interest to the individual investor. IBD delivers relevant and timely market updates along with stock lists, charts, and investing education to help the general public via the MarketSmith® desktop terminal and mobile app. O’Neil Capital Management provides quantitative studies and backtesting of model portfolios and indices under development by IBD. Investor’s Business Daily is a wholly owned subsidiary of O’Neil Capital Management.

O'Neil Digital Solutions

O’Neil Digital Solutions is a wholly owned subsidiary of O’Neil Capital Management. Founded in 1973, ODS is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the Financial Services, Digital Media, Healthcare, and Transportation industries. O’Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations. O’Neil Capital Management provides equipment funding, cross-training, and prototyping of Big Data analytics systems to the ODS research & development teams.