Founded by Owen Williams, CFA, DBA, in 2011, Williams Market Analytics, LLC offers regular market commentaries, access to actionable proprietary trading and stock allocation models, trading ideas, and segregated managed accounts providing access to our very successful portfolio strategies. Our approach revolves around our quantitative work with our proprietary market indicators, our aggregate valuation metrics to keep sight of long-term, fair market values, and our stock fundamental screening methodology. While we monitor macroeconomic fundamental events, they do not influence our decisions since it is the market’s interpretation of the fundamentals that matters.  Markets do not move based on personal opinions, nor do they care about the opinions of large Wall Street firms and strategists. Using a disciplined, systematic approach, we take emotions out of the equation which allows us to provide more consistent returns.

Owen Williams, CFA (Market Strategist,  Portfolio Manager)

Dr. Williams has over 20 years of experience in market research and financial analysis.  After working several years as an economist at Ned Davis Research, a renowned technical shop, he acquired 12 years of managerial experience within the asset management industry in Geneva, Switzerland.  Notably, he has developed an expertise in quantitative methods and modeling with applications to financial asset pricing. Dr. Williams also actively conducts research in the fields of asset pricing and is professor of Finance at the EM Lyon Business School. He holds a Master of International Business Studies degree from the Moore School of Business (University of South Carolina), a Doctorate in Business Administration (market finance) from the Grenoble Ecole de Management, and is a CFA charter holder.