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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
2+ YRS (As of: 06/28/2019) 13.32% 13.85% 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
16+ YRS (As of: 06/28/2019) 14.55% 10.17% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.74% 8.75% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 15.23% 14.70% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.76% 10.72% Fund has a 5 year track record.  
3 YRS 14.32% 14.22% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 7.84% 10.45% 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: 06/28/2019) 11.32% 9.91% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.51% 8.75% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 11.16% 14.70% Fund has a 10 year track record.  
5 YRS 4.90% 10.72% Fund has a 5 year track record.  
3 YRS 11.65% 14.22% Fund has a 3 year track record.  
1 YR 8.05% 10.45% Beat the 50th percentile of mutual funds over 1 year.  
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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: 06/28/2019) 12.57% 10.01% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.01% 8.75% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 5.78% 14.70% Fund has a 10 year track record.  
5 YRS -5.21% 10.72% Fund has a 5 year track record.  
3 YRS 5.11% 14.22% Fund has a 3 year track record.  
1 YR -3.10% 10.45% 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
16+ YRS (As of: 06/28/2019) 11.72% 9.76% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.53% 8.75% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.39% 14.70% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.93% 10.72% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.85% 14.22% Fund has a 3 year track record.  
1 YR 2.88% 10.45% 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: 06/28/2019) 13.83% 10.01% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.50% 8.75% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.09% 14.70% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.44% 10.72% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 13.02% 14.22% Fund has a 3 year track record.  
1 YR 13.46% 10.45% 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: 06/28/2019) 17.01% 9.91% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.99% 8.75% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 17.67% 14.70% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.72% 10.72% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 18.40% 14.22% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 26.35% 10.45% 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: 06/28/2019) 10.62% 10.23% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.60% 8.75% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.76% 14.70% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 15.51% 10.72% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 19.81% 14.22% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 22.32% 10.45% 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: 06/28/2019) 15.86% 9.98% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.11% 8.75% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 11.50% 14.70% Fund has a 10 year track record.  
5 YRS 6.02% 10.72% Fund has a 5 year track record.  
3 YRS 7.67% 14.22% Fund has a 3 year track record.  
1 YR -6.31% 10.45% Fund has a 1 year track record.  
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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: 06/28/2019) 9.86% 13.13% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.91% 8.75%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 06/28/2019) 4.80% 13.15% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.73% 8.75%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 06/28/2019) 3.85% 8.81% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.07% 8.75%
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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: 06/28/2019) 9.19% 13.13% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.01% 8.75%
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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: 06/28/2019) 1.91% 13.13% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.14% 8.75%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.97+ YRS (As of: 06/28/2019) 16.79% 5.51% View Fund Stats
RETURN PERIOD (As Of: 06/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.53% 8.75%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Jun 30, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Jun 30, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Jun 30, 2019
  • KAIIN Beat the 75th percentile of mutual funds over 3 years.
    Jun 30, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Jun 30, 2019
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