Emerging | WILLIAM O'NEIL+CO
Our Global Focus List – Emerging Markets is a curated list of stocks, chosen by our equity analyst team using the O’Neil Methodology (OM), that cuts through the global chaos to highlight names, countries, and industries in emerging markets that are poised for outperformance. Our analysts add in key technical indicators to ensure you know not only where to look but when to act.
How do we work with you to consistently extend your lens across multiple global markets?
“One of the biggest banks in South America uses our recommendations and market commentary to boost their performance. They know that our time-tested stock selection methodology will help them generate consistent alpha.” – Romeo Alvarez, Director, Research Analyst
Our international team of more than 30 analysts synthesizes market conditions, secular trends, and country hotspots to give you a clear understanding of markets worldwide.
Using our proven method, we scour the globe to generate a flow of investable opportunities that have already been profiled as worthy of your attention.
| PERFORMANCE VS. BENCHMARK | ||||
|---|---|---|---|---|
| O'Neil Emerging Longs iShares MSCI EMRG MKTS | ||||
| 2020 | 2021 | 2022 | 2023 | 2024 |
| 44.03% | 22.72% | -19.81% | 14.54% | 7.5% |
| 15.15% | -5.46% | -22.97% | 6.09% | 5.12% |
| 28.88% | 28.18% | 3.16% | 8.45% | 2.38% |
Performance results do not represent actual trading and may not reflect the impact that material, economic, and market factors might have had on the investment-making process if actually managing client money. There is substantial speculative risk in most international stocks. Past performance is not necessarily an indication of future performance. Performance computations for the Global Focus List -- Emerging reflect a time-weighted rate of return. All holdings are rebalanced to equal dollar amounts daily. Dividends are not considered in computations. Percent gains and losses are calculated for all issues that remain on the “Buy Recommendations” at the end of the day. For issues that were added to “Buy Recommendations,” the basis used to calculate the percent change is the price noted when the issue appeared as a “Buy Recommendation” in the Global Focus List -- Emerging Alerts. For issues that were removed, the selling price used to calculate the percent is the price noted when the issue appeared as “Removed” in the Global Focus List -- Emerging Alerts. For more information, see our Legal disclosures here.
