Prospective Investors

About Us

ONeil Capital Management India Private Limited is Investment Manager to ONeil Capital Trust. ONeil Capital Management (OCM) India is an alternate investment fund from the family office established by William J. O’Neil. The ideology on which the principles of this fund are based is on William O’Neil’s proprietary derived research exhibited through the CANSLIM^® approach. We take immense pride in the success that has been achieved over the past five decades by application of our data-driven methodology. Though past performance is not the only indicator, our foray into the Fund Management space is based on our conviction and underlying fact based rules build on algorithmic, quantitative factor research that should assist us in repeating our success derived in the past.

We work with technically and fundamentally sound goal-oriented equity investors, including high net worth individuals, family offices, and institutional investors, who seek to earn uncorrelated absolute returns.

ADVANCED TECHNOLOGY &
EMPIRICAL TECHNIQUES

The objective to derive market-beating alpha is based on our underlying application which is conceptualized on the statistical models run on the market data being analyzed in real-time using advanced technology and empirical techniques. These techniques assist us in analyzing enormous amounts of data and identify the right investment opportunity that fits our objective and strategy.

RULES-BASED,
DEFINED APPROACH

Seeking to maximize returns against minimum volatility, we adhere to a rules-based, defined approach that blends fundamental, quantitative, and technical analysis with profile analysis and market timing. The entire procedure is based on the CANSLIM ideology, which has helped us identify outperforming Leaders and Big Compounding winners consistently over a period of time.

The O’Neil name and the methodology create longevity and staying power that is unmatched by other asset managers and hedge funds.

Surviving, let alone thriving, across economic cycles – including multiple bull and bear market cycles – provides invaluable insight.

This long legacy today informs OCM’s approach to quantitative analysis, helping to identify opportunities and prove what will work.

Our History & Legacy

An investing legend and master stock picker, William O’Neil started his career as a stockbroker in 1958. He developed a strategy and approach which made early use of computers across investment management.

His entrepreneurial spirit fueled his ambition to help investors improve their portfolio performance with his unique stock picking process (the O’Neil Methodology), leading to the launch of William O’Neil Securities and William O’Neil India.

From his research, O’Neil invented the CAN SLIM® investment discipline. Finding immediate success, he bought a seat on the New York Stock Exchange (NYSE) at age 30 — the youngest person to ever do so at that time.

To further the reach of his investing philosophy, O’Neil launched Investor’s Business Daily (www.investors.com), a national business newspaper designed to distribute the research from his database.

Fulfilling the heritage of William J. O’Neil’s lifelong commitment to investment management success and the global experience of the family office he founded, OCM is proud to carry on the O’Neil legacy with our investment strategies. We look to capitalize on the distinct advantages of a proven track record of an enterprise where innovation and technology remain a hallmark of our culture.

Today

Investment Risks
and rewards research

OCM’s objective is to research both investment risks and rewards and to translate them into quantifiable strategies, using a systematic approach to make them simplified, provable, and scalable so that they can provide stable and consistent risk-adjusted returns.

56 years
of history

We bring more than 56 years of history as an accomplished investment manager to deliver growth-oriented equity investment strategies designed to help our clients earn a profit on their portfolio.

data-driven
methodology

We do this by applying a data-driven methodology to complement our distinctive research into the fundamentals, and technicals of stocks we believe have the highest likelihood of outperforming the markets.

investment in people,
process & tools

As part of the global O’Neil enterprise, we leverage a substantial ongoing investment in developing the people, process, tools, and infrastructure to support our innovative research and strategy development.

result-oriented
approach

We use our determined, results-oriented approach to portfolio management to make a difference in the investing success of our clients. As a firm, we are at once quick and agile as we are analytical and thoughtful.

perfection &
simplicity

We seek perfection yet simplicity. And just as we look to prove all strategies, we are, by our nature, optimists in our constant pursuit for winning ideas.

Our entrepreneurial culture encourages constant improvement by being fault-tolerant. This underscores a focus on performance, that is, an unrelenting commitment to objectively prove that an investment idea will perform under real market conditions. This attitude is sponsored by an ongoing investment in the firm’s advanced technological infrastructure – creating an environment more like a financial research & development laboratory than a traditional investment advisor.

Our Values

To earn the trust of each of our clients, we build our relationships on honest and straightforward dialogue, empathetic understanding of their investment goals, and commitment to honour our values.

Excellence

Innovation

Integrity

Understanding

We
pursue

From continuous improvements to the hiring of top-notch talent, from the rigour of our due diligence and research to the performance of our investment strategies, we are committed to achieving excellent outcomes.

By investing in our institutional infrastructure of advanced technologies and the collaborative culture of our highly skilled people, we seek new and progressive ways to deliver desired results through innovative strategies.

We continue to burnish our reputation of high standards earned over the past five decades with every new interaction with our clients through humility, honesty, discretion, and the trustworthiness of our actions.

Fulfilling the O’Neil legacy, we actively pursue continuous learning as we work closely with our clients to help them understand and benefit from our research and insights.

Excellence

Innovation

Integrity

Understanding

Fulfilling the O’Neil legacy, we actively pursue continuous learning as we work closely with our clients to help them understand and benefit from our research and insights.

Our Team

The success of OCM India, from our performance to our culture, is attributable to the talent and selfless collaboration of our team. With multiple specialists hired from outside the financial industry, our firm and our clients benefit from a diversity of thinking and a supportive internal network in which scientists, analysts, and portfolio managers teach each other with an open frankness and appreciation for the strength of each teammate.

Anupam Singhi

Chief Executive Officer

Anupam Singhi is Chief Executive Officer of ONeil Capital Management India (OCM India), an asset management firm that develops systematic equity trading strategies using quantitative modelling and algorithms. He also serves as Chief Executive Officer of OCM India affiliate company William O’Neil India, a registered investment advisor providing industry-leading financial services products and information.

Mr. Singhi joined William O’Neil India in 2013. As its first employee, he was integral in setting up its global in-house centre in India and establishing its research, engineering, data science, and product development teams. Under his leadership, William O’Neil India has become a leading provider of high-quality equity research and analytics products for the Indian market and beyond.

Prior to joining William O’Neil India, Mr. Singhi worked at Thomson Reuters in various leadership roles, including Global Head of Company Fundamentals Content Operations, where he led a team of more than 800 people. In his role, he was instrumental in achieving synergies during the Thomson Reuters merger.

Mr. Singhi graduated from Delhi University with an Honors degree in Commerce and is a CFA charter-holder. He also completed INSEAD’s Asia Leadership Program in 2011. In his free time, he enjoys playing cricket and squash.

Steven Birch

Director

Steven L. Birch is director of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Mr. Birch also serves as Chief Executive Officer of O’Neil Global Advisor, an Investment Advisor that develops systematic equity trading strategies using quantitative modelling and algorithms. Mr. Birch joined OGA affiliate William O’Neil + Co. in 1995 as a research analyst and was promoted just two years later to an elite group of O’Neil Capital Management portfolio managers. Later he became a national speaker for the firm, joining founder William J. O’Neil at speaking engagements across the country. Prior to William O’Neil + Co., he was an analyst at RBC Dominion Securities and Commodities Corp. (now a division of Goldman Sachs Asset Management).

Mr. Birch is originally from Winston-Salem, North Carolina and earned a B.S. in Finance from the University of North Carolina. He is married, with one child, and enjoys spending time with his family, international travel, and photography. He is both an avid reader and squash player.

Terry Chan

Director

Terry Chan is the Director of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Mr. Chan also serves as the President and Chief Operating Officer of O’Neil Digital Solutions LLC. and oversees the IT services of all group companies under William O’ Neil + Company.

Prior to his current role, he served as Chief Information Officer of William O’Neil + Company and demonstrated both strategic vision and tactical skill in helping the group companies modernize the information technology programs and processes across all group companies. Terry has been a central force in many mission-critical projects such as mainframe migration, cloud migration, mobile development and establishment of William O’Neil India and China offices.

Terry joined William O’Neil + Company in 2009 from Capital group where he worked as Vice President of Project Management Services for 7 years. As a Senior Program Manager, he directed and managed all aspects of project delivery; including stakeholder management, risk management, budgeting, planning, application design, construction and deployment, governance and IT processes. Terry also has 10 years of experience working for Price Waterhouse Coopers as a Principal Consultant and Engagement Manager for various entertainment and media company clients.

Randy Watts

Advisor

Randy Watts is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

He also serves as the Chief Investment Officer of O’Neil Global Advisors (OGA), a subsidiary of O’Neil Capital Management, an Investment Advisor that develops systematic equity trading strategies using quantitative modelling and algorithms. OGA has operations in the U.S., China, and India, managing quantitatively focused investment funds utilizing its proprietary O’Neil Methodology and database. As CIO, Mr. Watts serves on OGA’s Investment Committee, helps oversee product design and certification, fund management, risk control, personnel, and overall corporate strategy.

Mr. Watts has more than 25 years’ experience managing both long-only and long-short hedge funds, mutual funds, and institutional accounts. Prior to OCM, he served as Chief Investment Strategist of OCM affiliate William O’Neil + Company, an independent advisory firm providing global buy and sell recommendations, independent research, and custom advisory to many of the world’s leading institutional investment managers. Throughout his career, Mr. Watts has managed numerous portfolios and overseen investment teams at Folger Hill Asset Management, Freedom Capital Management, Westfield Capital Management, and The Boston Company.

Mr. Watts is a graduate of the University of Virginia and a Chartered Financial Analyst. He has been featured as a guest expert on numerous news outlets, including Bloomberg, Reuters TV, CNBC, Fox Business, and Barron’s and is a contributor to Forbes.

Mr. Watts serves on the film and video committee at the Whitney Museum in Manhattan and is a member of the Leadership Councils for both The Benson-Henry Institute for Mind Body Medicine and the Department of Psychiatry at Massachusetts General Hospital. In his free time, Mr. Watts enjoys spending time with his family and is active in water sports: sailing, surfing, rowing, and swimming.

Patrick Erickson

Advisor

Patrick Erickson is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

He also serves as the Director of Data Science for O’Neil Global Advisors (OGA), a subsidiary of O’Neil Capital Management, an Investment Advisor that develops systematic equity trading strategies using quantitative modelling and algorithms.

Mr. Erickson established OGA’s data science practice in 2019 to apply quantitative methods to global equity markets, including factor research, portfolio construction, and strategy evaluation. He is also Director of Data Science for O’Neil Capital Management Inc., where he also established that practice at the O’Neil family office to oversee quantitative research programs and develop platforms that apply quantitative methods to global equity markets.

Prior to that, Mr. Erickson served as Vice President, Research and Development for William O’Neil + Company, a registered investment advisor serving 400 top-performing institutional portfolio managers worldwide. In his role, Mr. Erickson designed and developed quantitative products for equity investors and built teams to conduct historical market research and apply insights to software and services for institutional and retail clients. He began his work at William O’Neil + Co. in 2000, serving in various roles such as product development, client consulting, and financial research.

Mr. Erickson has a BA in Psychology from the University of California, Los Angeles. He is an avid reader, especially of speculative fiction, and enjoys distance running, weightlifting, and cooking.

Chris Graczyk

Advisor

Chris Graczyk is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

He also serves as the Chief Operating Officer and the Director of Quantitative Strategies for O’Neil Global Advisors (OGA), a subsidiary of O’Neil Capital Management, an Investment Advisor that develops systematic equity trading strategies using quantitative modelling and algorithms.

Mr. Graczyk, in his role a Chief Operations Officer, is responsible for the day-to-day operations of the investment advisor and organized the setup of the company’s business operations, including the selection of vendors, contract negotiations, and management of ongoing relationships with partners. He is also Director of Quantitative Strategies for O’Neil Capital Management Inc., where he oversees the quantitative strategies program (i.e. the Quant Team) for the O’Neil family office, which has interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The Quant Team is responsible for the development of algorithmic strategies and quantitative research for the U.S. and foreign equities markets.

Prior to that, Mr. Graczyk served as Product Manager for William O’Neil + Co., a registered investment advisor serving 400 top-performing institutional portfolio managers worldwide. In his role, Mr. Graczyk designed and developed various quantitative investment products and tools and worked with executive sponsors, business stakeholders, and the software development team to build quantitative products for equity investments. He began his career at Razorfish, supervising the company’s business analyst group in Los Angeles. He worked with clients in numerous industries to help envision, design, and develop their online presence and web applications that support their brand.

Mr. Graczyk has a BS in Architecture from the Massachusetts Institute of Technology. In his free time, he enjoys kayaking, tinkering with his stereo, and playing the guitar.

Anupam Singhi

Chief Executive Officer

Steven Birch

Director

Terry Chan

Director

Steven L. Birch is director of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Terry Chan is the Director of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Mr. Chan also serves as the President and Chief Operating Officer of O’Neil Digital Solutions LLC. and oversees the IT services of all group companies under William O’ Neil + Company.

Randy Watts

Advisor

Patrick Erickson

Advisor

Chris Graczyk

Advisor

Randy Watts is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Patrick Erickson is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Mr. Erickson has a BA in Psychology from the University of California, Los Angeles. He is an avid reader, especially of speculative fiction, and enjoys distance running, weightlifting, and cooking.

Chris Graczyk is an Advisor of ONeil Capital Management, a hedged aggressive growth equity investment strategy for the Indian Market, implemented by a systematic quantitative algorithm.

Mr. Graczyk has a BS in Architecture from the Massachusetts Institute of Technology. In his free time, he enjoys kayaking, tinkering with his stereo, and playing the guitar.

Our Affiliates

ONeil Capital Management India is part of a family of businesses dedicated to providing industry-leading customer service and information to our clients. A commitment to excellence prevails throughout our affiliate firms;

ONeil Capital Management, Incorporated, the O’Neil family office, has investment interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The firm invests in global equities and provides financial guidance and funding for entities under the O’Neil family of businesses.

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William O’Neil + Company is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Company’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Company developers and analysts conceptualize, model, and integrate 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.

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William O’Neil Shanghai Pvt Ltd 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. WON Shanghai has a large information technology team engaged in new product development and continuous Chinese-language support of William O’Neil + Company’s flagship research tool PANARAY®.

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William O’Neil India Pvt Ltd is a Registered Investment Adviser regulated by the Securities and Exchange Board of India. WON India collects and analyzes corporate financial data of more 70,000 global equities with a team of experienced equity analysts who 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. WON India has a large Information Technology team engaged in new product development and continuous support of William O’Neil + Company’s flagship research tool PANARAY®.

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Founded in 1963, William O’Neil Securities is a broker/dealer providing trading services to institutional clients, including pension and mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through the firm’s trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise on domestically-traded companies on the NYSE, AMEX, and NASDAQ exchanges. With trading desks in New York, Boston, Chicago, and San Francisco, William O’Neil Securities is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.

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Founded in 1973, O’Neil Digital Solutions, Incorporated 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.

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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.

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OCM India Website Disclosures

NO PUBLIC OFFERING

O'Neil Capital Management (OCM) India Pvt. Ltd. is a global investment management firm. Information relating to investments in entities managed by OCM is not available to the general public. Under no circumstances should any information presented in this website be construed as an offer to sell, or solicitation of any offer to purchase, any securities or other investments. No information contained herein constitutes a recommendation to buy or sell investment instruments or other assets, nor to effect any transaction, or to conclude any legal act of any kind whatsoever in any jurisdiction in which such offer or recommendation would be unlawful.

Nothing contained herein constitutes financial, legal, tax or other advice, nor should any investment or any other decision(s) be made solely on the information set out herein. Advice from a qualified expert should be obtained before making any investment decision. The investment strategies discussed in this website may not be suitable for all investors. Investors must make their own decisions based upon their investment objectives, financial position and tax considerations.

PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE PERFORMANCE

The past performance of any investment strategy discussed in this website should not be viewed as an indication or guarantee of future performance.

INFORMATIONAL PURPOSES ONLY

The content of this website is for informational purposes only and is subject to change at any time without notice. The factual information set forth herein has been obtained or derived from sources believed by OCM to be reliable, but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information's accuracy or completeness, nor should the attached information serve as the basis of any investment decision. To the extent this document contains any forecasts, projections, goals, plans and other forward-looking statements, such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance, financial results and other projections in the future to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements.