William O'Neil + Co. Incorporated

Exclusive Focus List

Our high-touch service presents bespoke long and short global recommendations, each supported by in-depth research and a full page Datagraph displaying 100+ fundamental and technical factors. Delivered in a weekly book and through regular direct contact, the Exclusive focus list is designed to be “another set of eyes,” bringing your attention to our unique ideas specific to your process and requirements.

A licensed Account Manager works closely with you to establish a deep understanding of your investment strategy. From there, each list is specialized to your needs, and you may choose to focus on a specific region of the world, country, capitalization size, or any other fundamental category relevant to your investing mandate. The service is customized and flexible, ensuring that it continually delivers actionable ideas to each and every client on a timely basis.

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