Daniel Whitmore
Co-Founder & Managing Director, ATP Tech
US stock sector rotation | Multi-factor allocation | Behavioral finance modeling
Office Location: New York, USA
32 years of experience
27
Ph.D., M.B.A., University of Chicago
B.A., University of Chicago
Daniel Whitmore is a senior strategist with 18 years of global multi-asset investment experience, focusing on mid-term rotation of US stocks, industry valuation comparison and fund portfolio optimization. Prior to joining ATP Tech, he served as the head of strategy for a large hedge fund in Chicago and designed asset allocation models based on fundamentals and behavioral factors for multiple institutional clients.
Daniel graduated from the Wharton School of the University of Pennsylvania with a double degree in finance and statistics. During the 2008 financial crisis, he led the establishment of the "emotional overheating correction model" and successfully assisted clients in avoiding systemic risks, which also strengthened his concept of "behavioral finance" as the core variable of the strategy. He believes that "all short-term fluctuations will eventually return to the true value" and emphasizes the construction of subjective judgment under quantitative support.
Daniel is one of the co-founders of ATP Tech, leading the company's market expansion, client education and multi-factor strategy development in North America. He is also the co-designer of the "Institutional Position Turning Indicator" in the InvestNav™ system, dedicated to helping professional investors seize structural opportunities rather than just follow momentum.
Notable Contributions
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Winner of the Bernstein Fabozzi/Jacobs Levy Award for his research.
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Winner of the Graham and Dodd Award for his research.
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Member of the Board of Trustees of the University of Chicago.
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Member of the University of Chicago's Investments Committee.