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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
(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 14.39% 10.00% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.72% 8.31% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 18.26% 16.66% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 7.27% 10.66% Fund has a 5 year track record.  
3 YRS 13.30% 15.28% Fund has a 3 year track record.  
1 YR 5.67% 4.68% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 11.12% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.06% 8.31% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 17.31% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.81% 10.66% Fund has a 5 year track record.  
3 YRS 8.51% 15.28% Fund has a 3 year track record.  
1 YR 3.24% 4.68% Fund has a 1 year track record.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 12.80% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.64% 8.31% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 9.21% 16.66% Fund has a 10 year track record.  
5 YRS -2.87% 10.66% Fund has a 5 year track record.  
3 YRS 8.08% 15.28% Fund has a 3 year track record.  
1 YR 9.45% 4.68% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 11.68% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.25% 8.31% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 16.75% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 10.02% 10.66% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 13.09% 15.28% Fund has a 3 year track record.  
1 YR 4.05% 4.68% Fund has a 1 year track record.  
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 13.70% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.53% 8.31% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 17.82% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.18% 10.66% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 14.37% 15.28% Fund has a 3 year track record.  
1 YR 19.55% 4.68% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 16.59% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.87% 8.31% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 21.66% 16.66% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.37% 10.66% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 16.91% 15.28% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 12.65% 4.68% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 10.34% 10.00% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 7.72% 8.31% Fund has a 15 year track record.  
10 YRS 17.76% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.97% 10.66% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 20.65% 15.28% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 21.11% 4.68% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/15/2019) 15.88% 9.99% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.39% 8.31% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.51% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 7.00% 10.66% Fund has a 5 year track record.  
3 YRS 9.74% 15.28% Fund has a 3 year track record.  
1 YR -8.27% 4.68% Fund has a 1 year track record.  
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(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/15/2019) 11.38% 13.29% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.28% 8.31%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/15/2019) 5.52% 12.82% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.20% 8.31%
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/15/2019) 9.89% 12.82% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.54% 8.31%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/15/2019) 0.92% 12.82% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.60% 8.31%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/15/2019) 5.41% 12.39% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.21% 8.31%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 03/15/2019) -0.03% 5.94% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.85% 8.31%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.66+ YRS (As of: 03/15/2019) 11.32% 1.28% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.30% 8.31%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Feb 28, 2019
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Feb 28, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Feb 28, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Feb 28, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Feb 28, 2019
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