O'Neil Global Advisors (OGA) manages investments using both technical analysis and quantitative strategies, focusing on equity investments in the US and other developed and emerging markets. OGA serves as the investment advisor to pooled investment vehicles (Funds) and separately managed accounts (SMAs), tailoring services to client investment objectives. OGA does not participate in wrap fee programs.
Fee Structure
OGA charges a fee for managing investments, and also receives performance-based compensation. The management fee for separately managed accounts generally ranges from 0.00% to 2.00% per year of the value of your portfolio. OGA also receives performance-based incentive compensation, which ranges from 10% to 40% of net realized and unrealized profits.