William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice.  We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O’Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY® provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.  

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William O'Neil + Co., Inc.

Farhan Arif

William J. O'Neil

The Research and Equity Analysis team at William O'Neil + Co., Inc. is responsible for conducting thorough and independent research on global investment themes and individual equities. Utilizing the O’Neil Methodology, the team evaluates and provides timely buy and sell recommendations, leveraging advanced data analysis tools like PANARAY® to offer sophisticated, visual insights. This team supports institutional investment managers in optimizing portfolio performance with detailed market advice and cutting-edge equity analysis.

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Research and Equity Analysis

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