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 directory covers 5406 listed securities and companies. Where source coverage is available, pages publish SEC-derived annual history, revenue flows, margins, and ownership activity; unavailable sections are labeled.

A few companies with a validated revenue-to-net-income chart, listed alphabetically:

Explore the research platform → · Run the screener → · Read the methodology →

The research platform is educational. It publishes reported financial facts from public filings, with no composite quality grade, score, verdict, price band or valuation estimate. Lists are ordered by a named reported measure, which is a sort rather than a recommendation. It is not investment advice, and it is unrelated to the fund's trading strategies.