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Kai Petainen

Investment Strategy

A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross Graduate School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive.


Funds
(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) 6.87% 5.27% View Fund Stats
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(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 12.58% 8.67% View Fund Stats
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.21% 8.41% View Fund Stats
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.96% 8.50% View Fund Stats
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.03% 8.27% View Fund Stats
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 11.92% 8.50% View Fund Stats
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 14.02% 8.41% View Fund Stats
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.64% 8.72% View Fund Stats
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 13.79% 8.48% View Fund Stats
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) 2.47% 4.70% View Fund Stats
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -4.10% 4.34% View Fund Stats
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/25/2020) -4.89% -1.33% View Fund Stats
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -0.26% 4.70% View Fund Stats
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -9.72% 4.70% View Fund Stats
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/25/2020) -0.53% -6.63% View Fund Stats
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