Family Fund · Arizona · Systematic
Whittaker Quantitative Alpha Technologies
Strictly adhering to mathematical and statistical methods.
A multi-million dollar family fund established by Jeremy R. Whittaker, built on quantitative systematic trading models grounded in mathematical and statistical analysis — dedicated to exceptional returns while limiting downside risk.
Arche is Whittaker's proprietary quantitative framework, named for the Greek archē — the first principle from which a system is derived. It integrates multi-market data into a unified analytical core to drive disciplined, structurally consistent investment decisions.
Annual performance
Net return by year| Year | Return | |
|---|---|---|
| 2006 | 1.18% | |
| 2007 | 20.85% | |
| 2008 | -7.90% | |
| 2009 | -16.49% | |
| 2010 | 18.46% | |
| 2011 | 52.92% | |
| 2012 | 26.67% | |
| 2013 | 9.17% | |
| 2014 | -37.99% | |
| 2015 | 6.71% | |
| 2016 | 66.48% | |
| 2017 | 12.88% | |
| 2018 | 21.24% | |
| 2019 | 24.53% | |
| 2020 | 45.66% | |
| 2021 | 20.30% | |
| 2022 | 19.71% | |
| 2023 | 10.97% | |
| 2024 | 5.07% | |
| 2025 | 11.85% |
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Research
Rules-based discipline, applied to business fundamentals. Our public equity research platform runs 4526 large companies through the mechanical Arche Scorecard — a systematic framework focused on business quality.
Cavco Industries Inc
19.7% 10y ROIC
Julong Holding Limited Class A Ordinary Shares
36.1% 10y ROIC
Puig Brands SA
17.9% 10y ROIC
ASML Holding NV ADR
45.5% 10y ROIC
Cintas Corporation
21.4% 10y ROIC
Donaldson Company Inc
21.3% 10y ROIC
KLA Corporation
52.4% 10y ROIC
LEIFRAS Co., Ltd. American Depositary Shares
83.2% 10y ROIC
Explore the research platform → · Run the screener → · Read the methodology →
The research platform is educational — a mechanical application of the proprietary Arche framework to public financial data. It is not investment advice, and it is unrelated to the fund's trading strategies.