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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
14+ YRS 15.45% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.38% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 13.11% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.67% 11.16% Fund has a 3 year track record.  
1 YR 19.76% 15.43% Fund has a 1 year track record.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 11.98% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 7.75% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.34% 16.37% Fund has a 5 year track record.  
3 YRS 6.03% 11.16% Fund has a 3 year track record.  
1 YR 14.67% 15.43% 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
14+ YRS 13.81% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.76% 7.24% Fund has a 10 year track record.  
5 YRS -0.57% 16.37% Fund has a 5 year track record.  
3 YRS -6.75% 11.16% Fund has a 3 year track record.  
1 YR 11.54% 15.43% Fund has a 1 year track record.  
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 12.65% 10.16% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.09% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 17.98% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.26% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 20.59% 15.43% 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
14+ YRS 13.79% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.40% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 16.96% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 7.20% 11.16% Fund has a 3 year track record.  
1 YR 18.42% 15.43% Fund has a 1 year track record.  
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 17.30% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.75% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 18.39% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 8.81% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 24.24% 15.43% 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
14+ YRS 9.87% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.69% 7.24% Fund has a 10 year track record.  
5 YRS 17.81% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 11.98% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 21.04% 15.43% Fund has a 1 year track record.  
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 18.04% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.28% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 14.30% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.09% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 16.89% 15.43% Fund has a 1 year track record.  
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • KAIFI Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • KAIFI Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
  • KAIIN Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017
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